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
$583M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$8.07M
3
+$1.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M
5
HD icon
Home Depot
HD
+$1.17M

Top Sells

1
+$12.3M
2
+$7.18M
3
+$2.16M
4
ET icon
Energy Transfer Partners
ET
+$1.57M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.22M

Sector Composition

1 Financials 6.17%
2 Technology 5.16%
3 Energy 2.23%
4 Healthcare 1.44%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-7
902
– –
-16
903
– –
-1
904
– –
-2,500
905
– –
-1
906
– –
-21
907
– –
-18,000
908
– –
-4
909
– –
-7
910
– –
-4
911
– –
-2
912
– –
-3
913
– –
-2
914
– –
-2
915
– –
-89
916
– –
-19
917
– –
-16
918
– –
-10
919
– –
-7
920
– –
-3
921
– –
-117
922
– –
-7
923
– –
-20
924
– –
-8
925
– –
-17
35 36
37
38 39