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Home > Institutional Investor > Lee Financial Corp > Profile

Instuitional Investor - Lee Financial Corp

Fund Profile
Filing Period:
Fund Name: Lee Financial Corp
Portfolio Value $712,166,369
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 267,429 $157,430,144 22.1%
2.
Ishares Trust
 IEF 1,286,049 $80,133,719 11.25%
3.
Schwab Strategic Trust
 FNDF 2,493,356 $59,042,661 8.29%
4.
Berkshire Hathaway Inc
 BRK.A 86,984 $39,428,133 5.53%
5.
Ishares Trust
 IEF 346,205 $35,150,190 4.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)