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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54K 0.02%
741
+210
177
$54K 0.02%
2,511
178
$52K 0.02%
670
179
$51K 0.02%
342
180
$51K 0.02%
2,497
181
$51K 0.02%
294
182
$50K 0.02%
302
+78
183
– –
0
184
$47K 0.02%
576
-423
185
$47K 0.02%
900
186
$47K 0.02%
320
187
$46K 0.01%
820
+500
188
$44K 0.01%
620
189
$44K 0.01%
379
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190
$43K 0.01%
414
191
$42K 0.01%
687
192
$41K 0.01%
1,700
193
$40K 0.01%
525
194
$40K 0.01%
1,470
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195
$40K 0.01%
300
196
$39K 0.01%
2,450
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197
$39K 0.01%
775
198
$39K 0.01%
280
-210
199
$38K 0.01%
700
200
$36K 0.01%
185
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8
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