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
751
$2K ﹤0.01%
12
752
$2K ﹤0.01%
29
753
$2K ﹤0.01%
42
754
$2K ﹤0.01%
+61
755
$2K ﹤0.01%
13
756
$2K ﹤0.01%
31
757
$2K ﹤0.01%
+28
758
$2K ﹤0.01%
27
-132
759
$2K ﹤0.01%
+40
760
$2K ﹤0.01%
+63
761
$2K ﹤0.01%
10
-1
762
$2K ﹤0.01%
38
763
$2K ﹤0.01%
+13
764
$2K ﹤0.01%
76
765
$2K ﹤0.01%
7
766
$2K ﹤0.01%
48
767
$2K ﹤0.01%
+24
768
$2K ﹤0.01%
+35
769
$2K ﹤0.01%
7
770
$2K ﹤0.01%
+30
771
$2K ﹤0.01%
+100
772
$2K ﹤0.01%
+4
773
$2K ﹤0.01%
+54
774
$2K ﹤0.01%
+19
775
$2K ﹤0.01%
13
-3
29 30
31
32 33