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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 $569,946,424
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 216,972 $103,632,330 18.18%
2.
Ishares Trust
 IEF 237,095 $65,710,769 11.52%
3.
Schwab Strategic Trust
 FNDF 815,642 $50,520,877 8.86%
4.
Berkshire Hathaway Inc
 BRK.A 88,126 $31,431,039 5.51%
5.
First Tr Exchange-Traded Fd
 773,427 $21,416,193 3.75%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)