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
$655M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.06M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
OKE icon
Oneok
OKE
+$730K

Top Sells

1
+$10.4M
2
+$4.64M
3
+$2.8M
4
UNH icon
UnitedHealth
UNH
+$1.56M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$1.41M

Sector Composition

1 Financials 8.94%
2 Technology 5.54%
3 Energy 2.48%
4 Healthcare 1.66%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
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