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
$655M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.06M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
OKE icon
Oneok
OKE
+$730K

Top Sells

1
+$10.4M
2
+$4.64M
3
+$2.8M
4
UNH icon
UnitedHealth
UNH
+$1.56M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$1.41M

Sector Composition

1 Financials 8.94%
2 Technology 5.54%
3 Energy 2.48%
4 Healthcare 1.66%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.21%
34,604
-2,005
52
$1.36M 0.21%
20,319
+617
53
$1.35M 0.21%
5,978
-781
54
$1.32M 0.2%
20,720
-46
55
$1.29M 0.2%
1,364
-320
56
$1.24M 0.19%
5,721
-717
57
$1.23M 0.19%
13,941
-157
58
$1.21M 0.18%
2,597
-402
59
$1.2M 0.18%
15,017
-1,814
60
$1.2M 0.18%
10,310
-1,481
61
$1.16M 0.18%
17,864
-1,734
62
$1.15M 0.18%
11,668
+5,847
63
$1.13M 0.17%
2,065
-162
64
$1.11M 0.17%
3,568
-542
65
$1.09M 0.17%
+8,244
66
$1.08M 0.17%
1,143
-109
67
$1.06M 0.16%
11,730
-583
68
$1.05M 0.16%
6,556
+185
69
$1.04M 0.16%
26,856
-3,430
70
$1.02M 0.16%
2,919
-476
71
$1.02M 0.16%
+24,811
72
$1.01M 0.15%
18,960
+1,511
73
$955K 0.15%
24,156
-3,000
74
$934K 0.14%
5,196
-625
75
$918K 0.14%
49,171
-6,075
1 2
3
4 5