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

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
251
$35.4K 0.01%
595
252
$35.3K 0.01%
1,300
253
$34.8K 0.01%
+2,097
254
$34.7K 0.01%
828
255
$34.2K 0.01%
361
256
$33.9K 0.01%
+70
257
$33.8K 0.01%
1,236
258
$32.8K 0.01%
455
259
$31.9K 0.01%
+125
260
$31.8K 0.01%
650
261
$30.4K 0.01%
479
-17
262
$29.8K 0.01%
151
263
$29.6K 0.01%
212
264
$29.4K 0.01%
333
265
$28.4K 0.01%
121
266
$27.8K 0.01%
288
267
$27.6K 0.01%
190
268
$27.5K 0.01%
700
269
$27.3K 0.01%
2,642
270
$27K 0.01%
180
271
$26.7K 0.01%
690
+57
272
$26.5K ﹤0.01%
486
273
$26.3K ﹤0.01%
332
274
$26.1K ﹤0.01%
108
275
$25.7K ﹤0.01%
360