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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.25%
48,882
-3,110
52
$1.29M 0.24%
14,362
-3,892
53
$1.27M 0.24%
8,135
54
$1.26M 0.24%
14,539
-60
55
$1.25M 0.23%
7,500
-680
56
$1.25M 0.23%
20,402
-170
57
$1.2M 0.22%
145,363
+1,968
58
$1.18M 0.22%
24,546
-17,460
59
$1.17M 0.22%
13,850
+13,710
60
$1.11M 0.21%
2,794
+640
61
$1.06M 0.2%
21,117
62
$1.01M 0.19%
2,427
+375
63
$997K 0.19%
16,070
+10
64
$930K 0.17%
42,381
-507
65
$913K 0.17%
+22,180
66
$885K 0.17%
2,463
+13
67
$884K 0.17%
21,650
68
$843K 0.16%
21,558
-10
69
$818K 0.15%
28,900
70
$799K 0.15%
26,147
71
$789K 0.15%
2,582
72
$765K 0.14%
35,922
+6,860
73
$752K 0.14%
18,900
74
$726K 0.14%
27,866
75
$722K 0.14%
271,369
1 2
3
4 5