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
101
$473K 0.09%
1,405
+42
102
$460K 0.09%
1,552
+1,146
103
$459K 0.09%
3,261
+35
104
$456K 0.09%
7,688
105
$451K 0.08%
1
106
$433K 0.08%
10,099
-50
107
$411K 0.08%
22,548
+1,517
108
$409K 0.08%
9,022
-1,119
109
$406K 0.08%
12,926
-480
110
$402K 0.08%
1,600
111
$386K 0.07%
6,518
+1,876
112
$385K 0.07%
2,355
+788
113
$367K 0.07%
12,500
-1,920
114
$365K 0.07%
17,558
+16,605
115
$363K 0.07%
1,805
-28
116
$359K 0.07%
1,657
+149
117
$343K 0.06%
18,000
118
$339K 0.06%
6,723
+500
119
$332K 0.06%
584
+40
120
$288K 0.05%
478
+5
121
$287K 0.05%
2,146
+619
122
$284K 0.05%
6,744
+1
123
$274K 0.05%
17,544
124
$271K 0.05%
1,048
+1
125
$270K 0.05%
5,326
-700
3 4
5
6 7