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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.01%
5,000
+4,900
202
$44K 0.01%
644
-2,158
203
$42K 0.01%
261
-139
204
$42K 0.01%
478
205
$41K 0.01%
1,917
+417
206
$39K 0.01%
900
-1,404
207
$38K 0.01%
+1,450
208
$38K 0.01%
+1,334
209
$37K 0.01%
900
210
$37K 0.01%
1,009
211
$36K 0.01%
438
-7,421
212
$36K 0.01%
330
213
$36K 0.01%
320
-177
214
$34K 0.01%
226
-588
215
$34K 0.01%
+400
216
$32K 0.01%
408
-591
217
$32K 0.01%
+2,445
218
$32K 0.01%
223
-688
219
$32K 0.01%
525
-954
220
$31K 0.01%
1,294
221
$30K 0.01%
860
222
$29K 0.01%
1,668
-5,351
223
$29K 0.01%
2,000
224
$29K 0.01%
295
-3,206
225
$29K 0.01%
612
7 8
9
10 11