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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$637K 0.18%
35,065
+1,214
77
$570K 0.16%
2,511
78
$565K 0.16%
2,944
79
$552K 0.15%
10,906
+2,549
80
$535K 0.15%
10,500
81
$528K 0.15%
2,134
+248
82
$517K 0.14%
40,418
+1,000
83
$496K 0.14%
1,978
+1,000
84
$494K 0.14%
21,650
85
$493K 0.14%
3,150
+1
86
$470K 0.13%
14,140
-501
87
$437K 0.12%
10,199
+1,004
88
$405K 0.11%
10,152
-747
89
$394K 0.11%
7,131
+600
90
$394K 0.11%
7,343
-2,351
91
$366K 0.1%
2,347
92
$342K 0.09%
5,740
93
$336K 0.09%
250
94
$335K 0.09%
18,900
95
$328K 0.09%
4,640
+2,000
96
$324K 0.09%
271,869
+500
97
$304K 0.08%
1,572
98
$297K 0.08%
293
99
$285K 0.08%
26,048
-16,956
100
$280K 0.08%
1,600
2 3
4
5 6