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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$649K 0.16%
27,866
77
$646K 0.16%
25,994
78
$640K 0.16%
21,650
79
$534K 0.13%
18,900
80
$504K 0.12%
4,799
-144
81
$499K 0.12%
21,000
82
$491K 0.12%
16,259
83
$490K 0.12%
10,500
84
$458K 0.11%
2,782
-787
85
$445K 0.11%
293
86
$420K 0.1%
6,731
-999
87
$419K 0.1%
2,687
88
$400K 0.1%
2,670
89
$376K 0.09%
3,404
+659
90
$373K 0.09%
94
91
$371K 0.09%
2,927
92
$361K 0.09%
10,118
-1,254
93
$359K 0.09%
6,965
+151
94
$353K 0.09%
3,130
-1,701
95
$345K 0.08%
1,600
-11
96
$343K 0.08%
4,133
+3,000
97
$335K 0.08%
2,970
-179
98
$322K 0.08%
6,308
-533
99
$320K 0.08%
1
100
$316K 0.08%
12,652
-16,915
2 3
4
5 6