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
126
$200K 0.05%
8,175
127
$197K 0.05%
4,688
128
$193K 0.05%
1,564
+183
129
$183K 0.04%
3,000
130
$183K 0.04%
4,536
+2,473
131
$180K 0.04%
1,389
+650
132
$180K 0.04%
896
133
$172K 0.04%
6,909
+9
134
$164K 0.04%
7,400
-134
135
$163K 0.04%
2,780
136
$159K 0.04%
2,196
137
$157K 0.04%
6,151
138
$156K 0.04%
6,135
139
$153K 0.04%
960
+710
140
$150K 0.04%
5,427
+1,201
141
$150K 0.04%
+950
142
$149K 0.03%
13,300
143
$148K 0.03%
416
144
$146K 0.03%
1,377
-421
145
$140K 0.03%
8,000
146
$134K 0.03%
555
147
$134K 0.03%
1,568
148
$125K 0.03%
2,900
-600
149
$125K 0.03%
1,239
+1,109
150
$120K 0.03%
2,000
-10
4 5
6
7 8