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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$117K 0.02%
1,730
+30
177
$117K 0.02%
4,268
+263
178
$116K 0.02%
+127
179
$116K 0.02%
1,510
+746
180
$114K 0.02%
6,635
181
$114K 0.02%
6,543
+594
182
$114K 0.02%
755
+5
183
$109K 0.02%
+629
184
$107K 0.02%
+1,034
185
$106K 0.02%
505
+305
186
$105K 0.02%
2,151
+1,831
187
$104K 0.02%
2,500
188
$102K 0.02%
452
-28
189
$101K 0.02%
233
+216
190
$101K 0.02%
1,941
-92
191
$99K 0.02%
450
192
$99K 0.02%
1,370
+250
193
$98K 0.02%
307
194
$97K 0.02%
815
-46
195
$96K 0.02%
391
+292
196
$94K 0.02%
1,294
+1,000
197
$94K 0.02%
3,655
+140
198
$93K 0.02%
1,219
+5
199
$92K 0.02%
1,456
200
$91K 0.02%
2,432
+16
6 7
8
9 10