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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$63K 0.02%
5,828
177
$62K 0.02%
+500
178
$61K 0.02%
1,200
+336
179
$61K 0.02%
768
+125
180
$61K 0.02%
1,300
+400
181
$60K 0.02%
450
182
$60K 0.02%
1,344
+600
183
$60K 0.02%
1,661
184
$60K 0.02%
+803
185
$59K 0.02%
+375
186
$59K 0.02%
190
+160
187
$59K 0.02%
3,700
188
$57K 0.02%
780
+720
189
$57K 0.02%
406
+15
190
$57K 0.02%
+795
191
$57K 0.02%
4,672
+849
192
$55K 0.02%
900
193
$55K 0.02%
383
194
$55K 0.02%
+500
195
$54K 0.02%
294
196
$54K 0.02%
489
197
$53K 0.01%
+1,000
198
$52K 0.01%
1,096
199
$52K 0.01%
+550
200
$51K 0.01%
2,618
+37
6 7
8
9 10