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
201
$91K 0.02%
32,000
202
$89K 0.02%
3,384
+1,372
203
$89K 0.02%
1,661
204
$87K 0.02%
+505
205
$86K 0.02%
1,449
-3,119
206
$83K 0.02%
711
207
$82K 0.02%
3,700
208
$81K 0.02%
1,588
+1,449
209
$80K 0.02%
924
210
$79K 0.01%
+313
211
$79K 0.01%
900
212
$78K 0.01%
685
-36
213
$74K 0.01%
899
+662
214
$74K 0.01%
423
+123
215
$73K 0.01%
1,446
+64
216
$73K 0.01%
1,300
217
$71K 0.01%
1,223
-23
218
$70K 0.01%
685
219
$70K 0.01%
+6,350
220
$69K 0.01%
200
221
$69K 0.01%
1,682
-281
222
$68K 0.01%
801
223
$67K 0.01%
250
+8
224
$66K 0.01%
+621
225
$66K 0.01%
49
7 8
9
10 11