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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 $697,258,429
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 275,190 $170,865,374 24.51%
2.
Ishares Trust
 IEF 1,298,138 $80,510,498 11.55%
3.
Schwab Strategic Trust
 FNDF 2,409,524 $59,129,729 8.48%
4.
Berkshire Hathaway Inc
 BRK.A 84,321 $40,960,639 5.87%
5.
Ishares Trust
 IEF 364,405 $40,120,937 5.75%
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)