LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
901
$0 ﹤0.01%
+10
902
$0 ﹤0.01%
+5
903
– –
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904
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905
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+10
906
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4
907
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908
$0 ﹤0.01%
5
909
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910
$0 ﹤0.01%
+1
911
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912
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913
$0 ﹤0.01%
10
914
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915
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919
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920
$0 ﹤0.01%
+5
921
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$0 ﹤0.01%
+5
924
$0 ﹤0.01%
6
925
– –
-202
35 36
37
38 39