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
151
$177K 0.03%
824
+17
152
$166K 0.03%
3,356
+129
153
$165K 0.03%
10,000
154
$162K 0.03%
3,106
+107
155
$161K 0.03%
2,224
+60
156
$161K 0.03%
8,650
+3,652
157
$159K 0.03%
1,385
158
$159K 0.03%
4,020
159
$159K 0.03%
2,500
160
$158K 0.03%
7,324
-3,340
161
$155K 0.03%
15,000
162
$153K 0.03%
16,322
+909
163
$150K 0.03%
1,479
+38
164
$146K 0.03%
1,133
+7
165
$144K 0.03%
+572
166
$140K 0.03%
2,855
167
$140K 0.03%
1,606
+36
168
$140K 0.03%
550
-23
169
$136K 0.03%
2,116
+10
170
$133K 0.03%
2,135
+1,550
171
$129K 0.02%
2,504
+63
172
$123K 0.02%
4,751
173
$120K 0.02%
1,425
174
$119K 0.02%
3,155
+5
175
$118K 0.02%
682
-21
5 6
7
8 9