LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
751
$2K ﹤0.01%
+20
752
$2K ﹤0.01%
+73
753
$2K ﹤0.01%
9
754
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+36
755
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31
-30
756
$2K ﹤0.01%
13
757
$2K ﹤0.01%
467
758
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20
759
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16
760
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18
761
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33
-12
762
$2K ﹤0.01%
+20
763
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+21
764
$2K ﹤0.01%
24
+12
765
$2K ﹤0.01%
13
766
$2K ﹤0.01%
31
767
$2K ﹤0.01%
+28
768
$2K ﹤0.01%
27
-132
769
$2K ﹤0.01%
+40
770
$2K ﹤0.01%
+63
771
$2K ﹤0.01%
10
-1
772
$2K ﹤0.01%
38
773
$2K ﹤0.01%
+13
774
$2K ﹤0.01%
76
775
$2K ﹤0.01%
7
29 30
31
32 33