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
$570M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.53M
3
+$1.71M
4
MS icon
Morgan Stanley
MS
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$996K

Top Sells

1
+$12.7M
2
+$2.83M
3
+$2.33M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

Sector Composition

1 Financials 7.66%
2 Technology 5.74%
3 Energy 2.39%
4 Healthcare 2.01%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.01%
300
227
$54.1K 0.01%
133
+90
228
$53.9K 0.01%
1,137
-100
229
$53.7K 0.01%
521
230
$53.4K 0.01%
34
231
$52.5K 0.01%
266
-6
232
$51.9K 0.01%
447
233
$51.7K 0.01%
500
+100
234
$50.8K 0.01%
650
235
$50.1K 0.01%
522
-112
236
$49.9K 0.01%
+505
237
$49.8K 0.01%
2,445
238
$49.5K 0.01%
331
239
$49.4K 0.01%
167
+12
240
$48.3K 0.01%
3,010
241
$47.8K 0.01%
2,050
242
$47.4K 0.01%
1,870
243
$46.5K 0.01%
1,294
244
$46.2K 0.01%
1,581
245
$45.3K 0.01%
2,634
-4
246
$44.3K 0.01%
1,101
247
$42.8K 0.01%
300
248
$41.7K 0.01%
824
+44
249
$40.6K 0.01%
700
250
$40.3K 0.01%
361
8 9
10
11 12