LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$797M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.58M
3
+$4.26M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$3.14M
5
NVDA icon
NVIDIA
NVDA
+$2.84M

Top Sells

1
+$5.61M
2
+$1.75M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$919K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$788K

Sector Composition

1 Technology 7.7%
2 Financials 7.64%
3 Energy 3.59%
4 Consumer Discretionary 1.77%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.22%
26,207
+766
52
$1.68M 0.21%
34,288
-211
53
$1.67M 0.21%
4,128
-41
54
$1.64M 0.21%
15,917
+1,138
55
$1.64M 0.21%
7,939
-305
56
$1.61M 0.2%
7,180
-81
57
$1.61M 0.2%
6,515
-61
58
$1.6M 0.2%
12,637
-150
59
$1.6M 0.2%
6,292
+2
60
$1.6M 0.2%
37,697
-476
61
$1.58M 0.2%
49,449
-495
62
$1.58M 0.2%
6,492
+2,684
63
$1.57M 0.2%
20,520
-260
64
$1.54M 0.19%
2,094
+644
65
$1.52M 0.19%
39,673
+2,647
66
$1.51M 0.19%
2
+1
67
$1.42M 0.18%
22,109
-312
68
$1.41M 0.18%
2,976
+93
69
$1.41M 0.18%
5,797
+426
70
$1.36M 0.17%
16,401
-219
71
$1.29M 0.16%
25,705
+21,886
72
$1.28M 0.16%
2,258
+205
73
$1.24M 0.16%
49,900
-5,000
74
$1.24M 0.16%
31,579
+7,352
75
$1.24M 0.15%
+73,923
1 2
3
4 5