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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.33%
51,300
52
$1.38M 0.33%
6,420
-183
53
$1.29M 0.31%
32,935
+32,185
54
$1.28M 0.3%
76,820
+5,013
55
$1.27M 0.3%
+75,160
56
$1.16M 0.27%
7,480
57
$1.08M 0.26%
21,117
58
$1.07M 0.25%
64,151
+5,950
59
$1.06M 0.25%
7,490
+710
60
$1.05M 0.25%
137,057
-8,030
61
$969K 0.23%
43,980
+10,416
62
$968K 0.23%
16,060
63
$888K 0.21%
50,225
-1,385
64
$879K 0.21%
14,848
65
$872K 0.21%
2,450
66
$845K 0.2%
24,374
+1,845
67
$735K 0.17%
27,866
68
$730K 0.17%
+10,177
69
$730K 0.17%
27,221
70
$727K 0.17%
18,823
+4,971
71
$710K 0.17%
26,920
72
$689K 0.16%
21,650
73
$680K 0.16%
25,994
74
$670K 0.16%
271,369
75
$633K 0.15%
1,984
+130
1 2
3
4 5