LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.28%
5,885
-734
52
$1.11M 0.26%
25,866
-138
53
$1.11M 0.26%
21,140
+1,946
54
$1.11M 0.26%
23,775
+2,455
55
$1.07M 0.25%
2,795
+2,245
56
$1.06M 0.25%
6,453
+17
57
$1.06M 0.25%
50,596
+390
58
$1.03M 0.24%
+17,887
59
$1.01M 0.24%
34,201
+120
60
$1.01M 0.24%
18,333
-2,340
61
$982K 0.23%
61,270
+46,620
62
$964K 0.23%
13,804
+3
63
$964K 0.23%
33,134
64
$959K 0.22%
6,699
+19
65
$893K 0.21%
26,925
+40
66
$872K 0.2%
23,186
-5
67
$870K 0.2%
+8,388
68
$850K 0.2%
3,609
+609
69
$832K 0.19%
20,080
+6
70
$757K 0.18%
29,081
+150
71
$725K 0.17%
5,969
+34
72
$720K 0.17%
39,418
73
$695K 0.16%
29,361
+10,032
74
$680K 0.16%
44,222
75
$677K 0.16%
27,221
1 2
3
4 5