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

Top Buys

1
+$4.48M
2
+$2.41M
3
+$2.04M
4
AAP icon
Advance Auto Parts
AAP
+$1.64M
5
TXN icon
Texas Instruments
TXN
+$1.59M

Top Sells

1
+$1.6M
2
+$1.13M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$895K

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
726
$2K ﹤0.01%
50
-950
727
$2K ﹤0.01%
10
728
$2K ﹤0.01%
+47
729
$2K ﹤0.01%
+9
730
$2K ﹤0.01%
+338
731
$2K ﹤0.01%
+13
732
$2K ﹤0.01%
23
+10
733
$2K ﹤0.01%
+43
734
$2K ﹤0.01%
36
735
$2K ﹤0.01%
+47
736
$2K ﹤0.01%
106
737
$2K ﹤0.01%
44
738
$2K ﹤0.01%
+10
739
$2K ﹤0.01%
4
-6
740
$2K ﹤0.01%
62
741
$2K ﹤0.01%
12
742
$2K ﹤0.01%
29
743
$2K ﹤0.01%
31
744
$2K ﹤0.01%
+28
745
$2K ﹤0.01%
27
-132
746
$2K ﹤0.01%
+40
747
$2K ﹤0.01%
+63
748
$2K ﹤0.01%
10
-1
749
$2K ﹤0.01%
38
750
$2K ﹤0.01%
+13
28 29
30
31 32