LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$17.4M
2
+$7.41M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.5M
5
HD icon
Home Depot
HD
+$1.22M

Top Sells

1
+$12.2M
2
+$6.43M
3
+$2.12M
4
ET icon
Energy Transfer Partners
ET
+$1.59M
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
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902
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903
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904
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-7
905
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906
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907
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908
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909
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910
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911
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912
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914
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-7
915
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916
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917
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918
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919
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920
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921
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922
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923
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924
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925
– –
-2
35 36
37
38 39