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
151
$92K 0.03%
559
+401
152
$92K 0.03%
750
153
$90K 0.03%
453
154
$89K 0.02%
5,140
-4,648
155
$89K 0.02%
287
+204
156
$89K 0.02%
741
+300
157
$89K 0.02%
772
+418
158
$84K 0.02%
1,414
+510
159
$83K 0.02%
2,312
+311
160
$79K 0.02%
900
+300
161
$79K 0.02%
865
+300
162
$78K 0.02%
+800
163
$76K 0.02%
711
164
$75K 0.02%
2,000
165
$73K 0.02%
3,150
166
$70K 0.02%
2,252
+474
167
$70K 0.02%
1,150
+900
168
$69K 0.02%
2,500
169
$69K 0.02%
4,081
170
$68K 0.02%
+400
171
$68K 0.02%
344
+2
172
$66K 0.02%
+575
173
$66K 0.02%
1,270
174
$66K 0.02%
300
175
$64K 0.02%
801
5 6
7
8 9