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
$537M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$3.23M
3
+$881K
4
MRK icon
Merck
MRK
+$845K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$545K

Top Sells

1
+$4.44M
2
+$4.37M
3
+$3.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.42M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.07M

Sector Composition

1 Financials 7.66%
2 Technology 5.53%
3 Energy 2.51%
4 Healthcare 1.83%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46.5K 0.01%
521
227
$46.2K 0.01%
1,870
228
$46.2K 0.01%
617
229
$45.4K 0.01%
631
-306
230
$45.3K 0.01%
2,050
-11,576
231
$44.9K 0.01%
2,445
232
$44K 0.01%
638
-101
233
$43.2K 0.01%
1,483
+144
234
$43.1K 0.01%
34
235
$43K 0.01%
331
236
$42.4K 0.01%
+416
237
$42.4K 0.01%
733
-1,705
238
$42.3K 0.01%
155
239
$41.8K 0.01%
1,101
240
$41.4K 0.01%
1,581
241
$40.5K 0.01%
1,545
+1,020
242
$39.3K 0.01%
300
243
$37.5K 0.01%
700
+10
244
$37.4K 0.01%
756
-1,030
245
$37.4K 0.01%
1,604
246
$36.4K 0.01%
400
247
$36.1K 0.01%
780
248
$35.9K 0.01%
725
-447
249
$35.8K 0.01%
886
250
$35.7K 0.01%
4,518
8 9
10
11 12