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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.05%
967
+15
127
$267K 0.05%
995
+417
128
$265K 0.05%
10,183
129
$265K 0.05%
2,255
-347
130
$263K 0.05%
4,835
131
$261K 0.05%
598
+521
132
$256K 0.05%
23,894
133
$241K 0.05%
1,384
134
$238K 0.04%
1,537
+47
135
$236K 0.04%
8,000
136
$235K 0.04%
3,251
+15
137
$234K 0.04%
20,431
138
$225K 0.04%
4,841
-168
139
$217K 0.04%
457
+1
140
$212K 0.04%
4,550
141
$208K 0.04%
11,608
+207
142
$197K 0.04%
1,252
+70
143
$196K 0.04%
12,337
144
$191K 0.04%
4,262
+181
145
$189K 0.04%
453
146
$185K 0.03%
2,182
+7
147
$182K 0.03%
6,166
148
$180K 0.03%
1,740
+900
149
$178K 0.03%
1,183
150
$177K 0.03%
5,050
4 5
6
7 8