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
151
$125K 0.03%
2,625
152
$124K 0.03%
4,208
-8,813
153
$118K 0.03%
+2,900
154
$115K 0.03%
6,467
-958
155
$112K 0.03%
2,954
-10,421
156
$111K 0.03%
32,930
-1,666
157
$111K 0.03%
19,750
-875
158
$108K 0.03%
370
159
$106K 0.03%
2,500
160
$104K 0.03%
750
161
$102K 0.03%
738
-485
162
$101K 0.02%
+3,483
163
$100K 0.02%
536
+125
164
$100K 0.02%
1,320
+585
165
$99K 0.02%
370
166
$94K 0.02%
1,150
-1,748
167
$94K 0.02%
4,321
+3,696
168
$93K 0.02%
1,084
+1,004
169
$91K 0.02%
5,000
170
$88K 0.02%
2,611
+24
171
$86K 0.02%
2,047
-3,534
172
$84K 0.02%
711
-73
173
$83K 0.02%
3,000
174
$82K 0.02%
1,737
-25,919
175
$79K 0.02%
739
-279
5 6
7
8 9