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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36K 0.01%
330
202
$35K 0.01%
1,100
+1,000
203
$35K 0.01%
775
204
$35K 0.01%
261
-342
205
$35K 0.01%
670
206
$34K 0.01%
900
207
$33K 0.01%
612
208
$32K 0.01%
649
209
$31K 0.01%
860
210
$29K 0.01%
302
+106
211
$29K 0.01%
1,668
212
$29K 0.01%
320
213
$29K 0.01%
2,000
-1,000
214
$29K 0.01%
478
215
$28K 0.01%
295
-6,342
216
$28K 0.01%
1,294
217
$27K 0.01%
468
+350
218
$27K 0.01%
185
+145
219
$26K 0.01%
58
220
$26K 0.01%
310
221
$26K 0.01%
1,000
222
$26K 0.01%
222
-11,414
223
$25K 0.01%
300
224
$25K 0.01%
750
225
$25K 0.01%
375
7 8
9
10 11