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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.05%
655
127
$229K 0.05%
4,349
+3,415
128
$222K 0.05%
2,115
+800
129
$218K 0.05%
+9,599
130
$217K 0.05%
5,009
+250
131
$215K 0.05%
4,703
+3,858
132
$214K 0.05%
8,576
-45,420
133
$202K 0.05%
22,113
+872
134
$196K 0.05%
21,000
135
$191K 0.05%
10,000
136
$183K 0.04%
809
+300
137
$175K 0.04%
2,060
+78
138
$175K 0.04%
939
139
$170K 0.04%
+2,510
140
$165K 0.04%
2,830
+5
141
$164K 0.04%
+3,103
142
$164K 0.04%
6,926
+400
143
$158K 0.04%
6,166
144
$156K 0.04%
2,895
145
$156K 0.04%
3,071
+900
146
$155K 0.04%
4,081
147
$154K 0.04%
1,150
148
$154K 0.04%
4,020
+1,855
149
$149K 0.04%
954
+20
150
$147K 0.03%
100
4 5
6
7 8