LF
Lee Financial Portfolio holdings
AUM
$697M
This Quarter Return
+2.29%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$407M
AUM Growth
+$407M
(-4.1%)
Cap. Flow
-$24.5M
Cap. Flow
% of AUM
-6.02%
Top 10 Holdings %
Top 10 Hldgs %
59.11%
Holding
836
New
40
Increased
57
Reduced
187
Closed
358
Top Buys
Top Sells
| 1 |
Kimbell Royalty Partners
KRP
|
$4.42M |
| 2 |
Dorchester Minerals
DMLP
|
$1.34M |
| 3 |
Enterprise Products Partners
EPD
|
$1.31M |
| 4 |
Intel
INTC
|
$1.22M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$994K |
Sector Composition
| 1 | Energy | 6.2% |
| 2 | Technology | 3.05% |
| 3 | Healthcare | 1.98% |
| 4 | Financials | 1.76% |
| 5 | Consumer Discretionary | 1.71% |
