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
Energy Select Sector SPDR Fund
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
201
$51K 0.01%
+600
202
$51K 0.01%
+1,250
203
$51K 0.01%
+200
204
$51K 0.01%
2,618
+37
205
$50K 0.01%
+3,125
206
$50K 0.01%
+500
207
$50K 0.01%
+280
208
$50K 0.01%
+230
209
$50K 0.01%
+980
210
$49K 0.01%
435
211
$48K 0.01%
853
-394
212
$48K 0.01%
933
213
$46K 0.01%
2,031
-156
214
$45K 0.01%
3,735
+2,735
215
$45K 0.01%
1,485
+492
216
$44K 0.01%
10,000
+8,960
217
$44K 0.01%
525
218
$44K 0.01%
+400
219
$43K 0.01%
617
220
$43K 0.01%
2,000
221
$43K 0.01%
381
+200
222
$42K 0.01%
863
+384
223
$42K 0.01%
2,279
-467
224
$42K 0.01%
2,211
-461
225
$41K 0.01%
468
7 8
9
10 11