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
$583M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$8.07M
3
+$1.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M
5
HD icon
Home Depot
HD
+$1.17M

Top Sells

1
+$12.3M
2
+$7.18M
3
+$2.16M
4
ET icon
Energy Transfer Partners
ET
+$1.57M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.22M

Sector Composition

1 Financials 6.17%
2 Technology 5.16%
3 Energy 2.23%
4 Healthcare 1.44%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.2K 0.01%
1,294
-10
227
$51.3K 0.01%
2,157
228
$50.9K 0.01%
62
229
$50.8K 0.01%
1,605
+58
230
$49.6K 0.01%
539
231
$49K 0.01%
1,499
-772
232
$48.8K 0.01%
521
233
$48.5K 0.01%
3,099
234
$47.5K 0.01%
300
-2
235
$46.8K 0.01%
1,300
-60
236
$46.5K 0.01%
300
237
$44.8K 0.01%
34
238
$44.2K 0.01%
458
-8
239
$44.1K 0.01%
2,445
240
$43.4K 0.01%
1,101
241
$43.2K 0.01%
669
-151
242
$42.9K 0.01%
1,700
243
$42.5K 0.01%
300
244
$41.9K 0.01%
420
-2,821
245
$41.5K 0.01%
1,870
246
$41.2K 0.01%
1,274
247
$41.2K 0.01%
184
+79
248
$40.7K 0.01%
218
+58
249
$40.4K 0.01%
302
-51
250
$37.8K 0.01%
1,604
8 9
10
11 12