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
726
$2K ﹤0.01%
467
727
$2K ﹤0.01%
20
728
$2K ﹤0.01%
16
729
$2K ﹤0.01%
18
730
$2K ﹤0.01%
33
-12
731
$2K ﹤0.01%
+20
732
$2K ﹤0.01%
+21
733
$2K ﹤0.01%
24
+12
734
$2K ﹤0.01%
+14
735
$2K ﹤0.01%
30
736
$2K ﹤0.01%
50
-950
737
$2K ﹤0.01%
10
738
$2K ﹤0.01%
+47
739
$2K ﹤0.01%
+9
740
$2K ﹤0.01%
+338
741
$2K ﹤0.01%
+13
742
$2K ﹤0.01%
23
+10
743
$2K ﹤0.01%
+43
744
$2K ﹤0.01%
36
745
$2K ﹤0.01%
+47
746
$2K ﹤0.01%
106
747
$2K ﹤0.01%
44
748
$2K ﹤0.01%
+10
749
$2K ﹤0.01%
4
-6
750
$2K ﹤0.01%
62
28 29
30
31 32