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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$136K 0.04%
5,000
127
$131K 0.04%
2,685
+185
128
$130K 0.04%
2,700
+2,000
129
$129K 0.04%
4,944
-1,371
130
$124K 0.04%
6,843
+15
131
$124K 0.04%
6,467
132
$122K 0.04%
3,186
133
$120K 0.04%
2,625
134
$118K 0.04%
3,270
135
$114K 0.04%
1,430
136
$112K 0.04%
2,000
-48
137
$111K 0.04%
1,588
+155
138
$110K 0.04%
896
139
$109K 0.04%
698
-200
140
$107K 0.03%
750
141
$105K 0.03%
2,149
+29
142
$104K 0.03%
1,427
+50
143
$104K 0.03%
933
144
$103K 0.03%
2,036
145
$102K 0.03%
2,500
146
$98K 0.03%
425
-25
147
$96K 0.03%
377
-9
148
$93K 0.03%
1,022
149
$92K 0.03%
32,000
150
$91K 0.03%
1,010
-1,050
4 5
6
7 8