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
126
$203K 0.05%
545
+244
127
$197K 0.05%
6,500
128
$195K 0.05%
6,243
-3,693
129
$193K 0.05%
3,200
+180
130
$182K 0.04%
1,694
-1,827
131
$178K 0.04%
3,000
-2,461
132
$172K 0.04%
1,400
133
$171K 0.04%
2,336
-845
134
$170K 0.04%
6,888
+9
135
$169K 0.04%
2,500
-2,090
136
$169K 0.04%
1,381
-718
137
$165K 0.04%
2,617
138
$160K 0.04%
2,000
139
$156K 0.04%
6,135
140
$156K 0.04%
416
+365
141
$155K 0.04%
6,151
142
$155K 0.04%
13,300
143
$151K 0.04%
+2,138
144
$144K 0.04%
6,462
-12,244
145
$144K 0.04%
32,000
146
$132K 0.03%
2,507
+2,037
147
$130K 0.03%
6,900
-2,500
148
$130K 0.03%
+453
149
$130K 0.03%
555
+216
150
$128K 0.03%
+1,568
4 5
6
7 8