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
126
$168K 0.05%
555
127
$168K 0.05%
2,816
+450
128
$166K 0.05%
2,164
129
$158K 0.04%
1,460
+1,002
130
$157K 0.04%
6,151
131
$155K 0.04%
32,930
132
$154K 0.04%
939
+200
133
$152K 0.04%
21,000
134
$148K 0.04%
11,331
135
$148K 0.04%
13,300
136
$146K 0.04%
10,000
137
$145K 0.04%
1,037
138
$137K 0.04%
3,000
139
$131K 0.04%
5,059
-932
140
$130K 0.04%
2,675
+208
141
$125K 0.03%
7,238
+548
142
$121K 0.03%
22,870
-33,830
143
$117K 0.03%
1,315
+259
144
$114K 0.03%
859
145
$104K 0.03%
2,855
-1
146
$101K 0.03%
10,640
147
$101K 0.03%
548
+200
148
$99K 0.03%
1,920
149
$99K 0.03%
+100
150
$93K 0.03%
1,900
+500
4 5
6
7 8