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
851
$1K ﹤0.01%
+6
852
$1K ﹤0.01%
+16
853
$1K ﹤0.01%
91
854
$1K ﹤0.01%
+28
855
$1K ﹤0.01%
+10
856
$1K ﹤0.01%
26
857
$1K ﹤0.01%
+14
858
$1K ﹤0.01%
67
-9
859
$1K ﹤0.01%
+12
860
$1K ﹤0.01%
+13
861
$1K ﹤0.01%
+15
862
$1K ﹤0.01%
33
863
$1K ﹤0.01%
+14
864
$1K ﹤0.01%
+33
865
$1K ﹤0.01%
+27
866
$1K ﹤0.01%
+5
867
$1K ﹤0.01%
54
868
$1K ﹤0.01%
+7
869
$1K ﹤0.01%
+34
870
$1K ﹤0.01%
+130
871
$1K ﹤0.01%
+5
872
$1K ﹤0.01%
+5
873
$1K ﹤0.01%
3
874
$1K ﹤0.01%
+28
875
$1K ﹤0.01%
21
33 34
35
36 37