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
101
$301K 0.07%
1
102
$296K 0.07%
6,500
103
$294K 0.07%
5,775
104
$286K 0.07%
22,393
+21,166
105
$284K 0.07%
2,325
-45
106
$284K 0.07%
8,736
+2,493
107
$283K 0.07%
2,170
108
$281K 0.07%
1,600
109
$273K 0.06%
5,740
110
$271K 0.06%
5,800
111
$270K 0.06%
4,164
-154
112
$270K 0.06%
10,000
113
$267K 0.06%
3,000
-60
114
$267K 0.06%
945
115
$264K 0.06%
10,183
116
$262K 0.06%
10,221
117
$255K 0.06%
3,203
118
$249K 0.06%
127
119
$243K 0.06%
6,500
120
$233K 0.05%
+2,871
121
$233K 0.05%
45,000
122
$230K 0.05%
2,881
+600
123
$224K 0.05%
1,465
+39
124
$219K 0.05%
6,618
125
$213K 0.05%
1,920
3 4
5
6 7