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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$719K 0.14%
27,221
77
$715K 0.13%
5,853
+25
78
$700K 0.13%
46,526
79
$698K 0.13%
26,920
80
$691K 0.13%
+25,272
81
$688K 0.13%
4,760
82
$685K 0.13%
11,656
+123
83
$674K 0.13%
25,994
84
$663K 0.12%
2,612
+4
85
$661K 0.12%
4,174
+961
86
$652K 0.12%
5,797
-26
87
$652K 0.12%
9,629
-225
88
$623K 0.12%
12,921
+30
89
$606K 0.11%
25,800
90
$600K 0.11%
4,140
+540
91
$582K 0.11%
2,264
+19
92
$564K 0.11%
6,592
+2,323
93
$550K 0.1%
27,811
94
$548K 0.1%
6,287
95
$538K 0.1%
10,500
96
$502K 0.09%
2,394
+24
97
$499K 0.09%
6,824
+212
98
$497K 0.09%
72,145
+1,324
99
$492K 0.09%
2,037
+5
100
$485K 0.09%
2,837
+861
2 3
4
5 6