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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.02%
2,388
-1,380
177
$101K 0.02%
3,150
178
$99K 0.02%
840
-13
179
$98K 0.02%
772
180
$98K 0.02%
5,828
181
$95K 0.02%
1,456
+1
182
$93K 0.02%
1,425
+675
183
$93K 0.02%
294
184
$87K 0.02%
338
+170
185
$86K 0.02%
500
186
$85K 0.02%
1,661
187
$85K 0.02%
3,720
+132
188
$83K 0.02%
+2,856
189
$82K 0.02%
+750
190
$80K 0.02%
711
191
$80K 0.02%
3,085
192
$80K 0.02%
1,205
+5
193
$80K 0.02%
3,673
+1,840
194
$78K 0.02%
1,434
-99
195
$78K 0.02%
2,036
196
$77K 0.02%
478
+239
197
$77K 0.02%
900
198
$77K 0.02%
32,000
199
$76K 0.02%
5,680
-1,320
200
$76K 0.02%
2,500
6 7
8
9 10