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
151
$119K 0.03%
17,375
-250
152
$117K 0.03%
453
153
$116K 0.03%
2,500
154
$116K 0.03%
900
+850
155
$110K 0.03%
+5,828
156
$107K 0.03%
3,060
+51
157
$101K 0.02%
723
+42
158
$97K 0.02%
793
+135
159
$97K 0.02%
750
160
$96K 0.02%
536
161
$94K 0.02%
1,112
+2
162
$92K 0.02%
4,378
163
$91K 0.02%
5,000
164
$91K 0.02%
2,625
165
$90K 0.02%
711
166
$88K 0.02%
3,019
+119
167
$87K 0.02%
32,930
168
$86K 0.02%
+525
169
$82K 0.02%
742
+74
170
$79K 0.02%
4,321
171
$76K 0.02%
+600
172
$75K 0.02%
32,000
173
$74K 0.02%
450
174
$71K 0.02%
1,138
+451
175
$71K 0.02%
+1,936
5 6
7
8 9