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
801
$2K ﹤0.01%
+32
802
$2K ﹤0.01%
126
+10
803
$2K ﹤0.01%
+50
804
$2K ﹤0.01%
+39
805
$1K ﹤0.01%
+21
806
$1K ﹤0.01%
27
-20
807
$1K ﹤0.01%
4
-2
808
$1K ﹤0.01%
+30
809
$1K ﹤0.01%
+38
810
$1K ﹤0.01%
+7
811
$1K ﹤0.01%
36
812
$1K ﹤0.01%
+15
813
$1K ﹤0.01%
11
-8
814
$1K ﹤0.01%
+40
815
$1K ﹤0.01%
+4
816
$1K ﹤0.01%
24
817
$1K ﹤0.01%
+18
818
$1K ﹤0.01%
+9
819
$1K ﹤0.01%
11
-39
820
$1K ﹤0.01%
+17
821
$1K ﹤0.01%
+14
822
$1K ﹤0.01%
38
+18
823
$1K ﹤0.01%
20
824
$1K ﹤0.01%
+5
825
$1K ﹤0.01%
+28
31 32
33
34 35