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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.34%
+40,823
52
$1.23M 0.34%
14,208
-5,137
53
$1.2M 0.33%
59,550
+22,260
54
$1.16M 0.32%
7,159
-78
55
$1.16M 0.32%
15,301
-201
56
$1.15M 0.32%
75,571
-2,664
57
$1.14M 0.32%
18,189
+11,134
58
$1.09M 0.3%
27,659
+14,770
59
$1.07M 0.3%
150,390
+1,800
60
$992K 0.28%
16,060
61
$989K 0.27%
25,490
+11,350
62
$913K 0.25%
15,120
-1,438
63
$912K 0.25%
52,000
+7,715
64
$905K 0.25%
55,481
-755
65
$887K 0.25%
3,000
66
$859K 0.24%
+60,000
67
$840K 0.23%
65,110
+11,940
68
$759K 0.21%
38,051
+28,816
69
$743K 0.21%
16,623
-432
70
$743K 0.21%
27,866
71
$742K 0.21%
5,380
+2,780
72
$734K 0.2%
27,221
73
$710K 0.2%
26,920
74
$682K 0.19%
25,994
75
$653K 0.18%
8,369
-501
1 2
3
4 5