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
$251M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$7.51M
3
+$5.81M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$5.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$3.46M
2
+$2.6M
3
+$1.35M
4
VZ icon
Verizon
VZ
+$1.08M
5
BGS icon
B&G Foods
BGS
+$861K

Sector Composition

1 Energy 7.78%
2 Technology 3.95%
3 Consumer Discretionary 3.04%
4 Financials 2.82%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$48K 0.02%
450
-221
177
$47K 0.02%
294
-50
178
$45K 0.02%
800
-13
179
$45K 0.02%
670
180
$45K 0.02%
+2,000
181
$43K 0.02%
613
182
$43K 0.02%
1,009
183
$42K 0.02%
320
-200
184
$40K 0.02%
300
185
$38K 0.02%
224
-73
186
$36K 0.01%
1,000
187
$36K 0.01%
687
188
$35K 0.01%
525
189
$35K 0.01%
330
190
$34K 0.01%
900
191
$33K 0.01%
1,668
192
$33K 0.01%
775
193
$33K 0.01%
775
194
$32K 0.01%
1,000
195
$32K 0.01%
649
196
$29K 0.01%
525
197
$29K 0.01%
1,294
198
$28K 0.01%
860
199
$27K 0.01%
275
200
$27K 0.01%
700
-5
6 7
8
9 10