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
776
$2K ﹤0.01%
+30
777
$2K ﹤0.01%
3
778
$2K ﹤0.01%
63
779
$2K ﹤0.01%
+42
780
$2K ﹤0.01%
6
-4
781
$2K ﹤0.01%
+28
782
$2K ﹤0.01%
+9
783
$2K ﹤0.01%
6
784
$2K ﹤0.01%
9
785
$2K ﹤0.01%
+19
786
$2K ﹤0.01%
293
787
$2K ﹤0.01%
+5
788
$2K ﹤0.01%
10
789
$2K ﹤0.01%
94
-85
790
$2K ﹤0.01%
+29
791
$2K ﹤0.01%
+30
792
$2K ﹤0.01%
+45
793
$2K ﹤0.01%
+15
794
$2K ﹤0.01%
+21
795
$2K ﹤0.01%
+5
796
$2K ﹤0.01%
115
797
$2K ﹤0.01%
+20
798
$2K ﹤0.01%
62
-97
799
$2K ﹤0.01%
34
800
$2K ﹤0.01%
+19
30 31
32
33 34