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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.16%
21,650
77
$675K 0.16%
27,866
78
$670K 0.16%
26,920
79
$662K 0.16%
16,058
+5,320
80
$662K 0.16%
25,994
81
$642K 0.15%
35,680
+19,075
82
$630K 0.15%
49,238
-3,624
83
$582K 0.14%
16,259
84
$512K 0.12%
10,500
85
$489K 0.11%
21,000
86
$477K 0.11%
3,295
+625
87
$458K 0.11%
18,900
88
$419K 0.1%
2,511
+61
89
$407K 0.1%
2,687
90
$398K 0.09%
293
91
$387K 0.09%
6,580
+3,380
92
$361K 0.08%
2,927
93
$353K 0.08%
5,970
+1,328
94
$351K 0.08%
6,531
-2
95
$349K 0.08%
6,732
+1
96
$343K 0.08%
2,197
+725
97
$340K 0.08%
10,000
98
$325K 0.08%
250
99
$304K 0.07%
2,745
-659
100
$302K 0.07%
1,573
+400
2 3
4
5 6