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
101
$272K 0.08%
2,976
+400
102
$270K 0.07%
593
+177
103
$269K 0.07%
4,871
+306
104
$269K 0.07%
10,183
105
$267K 0.07%
1
106
$265K 0.07%
10,221
107
$264K 0.07%
3,720
+2,000
108
$255K 0.07%
1,390
+400
109
$253K 0.07%
25,800
110
$242K 0.07%
18,000
111
$237K 0.07%
13,468
+6,650
112
$235K 0.07%
41,802
-33,879
113
$227K 0.06%
93,173
+26,355
114
$220K 0.06%
1,565
+300
115
$216K 0.06%
6,325
-200
116
$212K 0.06%
4,171
+171
117
$211K 0.06%
2,170
118
$210K 0.06%
10,000
119
$207K 0.06%
896
120
$207K 0.06%
6,674
+29
121
$200K 0.06%
4,954
-2,624
122
$200K 0.06%
4,636
+1,600
123
$190K 0.05%
1,499
+100
124
$178K 0.05%
20,112
+5,212
125
$174K 0.05%
1,855
+700
3 4
5
6 7