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
151
$146K 0.03%
2,266
+1
152
$145K 0.03%
2,272
153
$142K 0.03%
5,000
-5,000
154
$138K 0.03%
3,821
+1,597
155
$136K 0.03%
157
-136
156
$136K 0.03%
803
-8
157
$133K 0.03%
2,855
158
$131K 0.03%
15,000
159
$131K 0.03%
8,000
160
$128K 0.03%
322
+19
161
$123K 0.03%
548
162
$122K 0.03%
+1,183
163
$119K 0.03%
1,200
+600
164
$119K 0.03%
1,900
+200
165
$118K 0.03%
3,700
166
$116K 0.03%
4,100
167
$113K 0.03%
+1,500
168
$110K 0.03%
498
169
$107K 0.03%
2,000
170
$107K 0.03%
758
+100
171
$107K 0.03%
1,441
+9
172
$106K 0.03%
800
173
$105K 0.02%
6,485
-525
174
$105K 0.02%
750
175
$104K 0.02%
1,700
+800
5 6
7
8 9