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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$70K 0.02%
3,700
177
$67K 0.02%
801
178
$66K 0.02%
348
-22
179
$64K 0.02%
401
180
$64K 0.02%
1,195
-148
181
$63K 0.01%
3,000
182
$62K 0.01%
525
183
$61K 0.01%
1,262
-1,245
184
$59K 0.01%
2,655
+24
185
$58K 0.01%
670
186
$58K 0.01%
643
187
$57K 0.01%
4,000
188
$55K 0.01%
+1,720
189
$54K 0.01%
+3,000
190
$50K 0.01%
294
191
$49K 0.01%
+2,300
192
$49K 0.01%
742
+26
193
$48K 0.01%
371
194
$48K 0.01%
300
195
$47K 0.01%
900
-1,000
196
$45K 0.01%
617
197
$44K 0.01%
934
-76
198
$44K 0.01%
356
-10
199
$43K 0.01%
3,700
200
$43K 0.01%
900
6 7
8
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