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
101
$315K 0.08%
10,000
102
$315K 0.08%
5,280
-2,440
103
$310K 0.08%
3,100
+1,320
104
$300K 0.07%
12,646
-350
105
$294K 0.07%
4,318
106
$293K 0.07%
1,920
+1,893
107
$286K 0.07%
+45,000
108
$282K 0.07%
5,998
-538
109
$259K 0.06%
10,221
110
$259K 0.06%
10,183
111
$259K 0.06%
5,740
-260
112
$257K 0.06%
1,242
-1,267
113
$256K 0.06%
10,181
114
$252K 0.06%
8,000
115
$250K 0.06%
3,203
116
$250K 0.06%
1,800
+370
117
$248K 0.06%
4,636
-1,410
118
$233K 0.06%
7,214
119
$232K 0.06%
1,426
120
$231K 0.06%
6,547
+6,429
121
$229K 0.06%
3,270
122
$226K 0.06%
4,688
123
$221K 0.05%
1,472
-179
124
$214K 0.05%
896
125
$203K 0.05%
9,734
-786
3 4
5
6 7