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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$78K 0.02%
668
-499
177
$74K 0.02%
658
-250
178
$73K 0.02%
4,000
179
$72K 0.02%
936
180
$66K 0.02%
401
-921
181
$64K 0.02%
450
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182
$62K 0.02%
370
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183
$58K 0.01%
525
184
$57K 0.01%
801
-170
185
$57K 0.01%
850
-151
186
$56K 0.01%
+42,756
187
$54K 0.01%
294
-22
188
$52K 0.01%
670
-110
189
$52K 0.01%
371
190
$51K 0.01%
643
+158
191
$51K 0.01%
805
192
$48K 0.01%
426
-248
193
$47K 0.01%
1,010
-2,975
194
$47K 0.01%
687
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195
$46K 0.01%
600
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196
$46K 0.01%
775
197
$46K 0.01%
667
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198
$46K 0.01%
11,626
199
$45K 0.01%
+1,877
200
$45K 0.01%
300
6 7
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