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
251
$40.1K 0.01%
+2,967
252
$40K 0.01%
1,604
253
$39.9K 0.01%
507
+52
254
$39K 0.01%
125
255
$39K 0.01%
650
256
$38.5K 0.01%
458
-173
257
$38.2K 0.01%
70
258
$37.6K 0.01%
886
259
$36.5K 0.01%
1,300
260
$35.4K 0.01%
20,000
261
$33.8K 0.01%
595
262
$33.7K 0.01%
828
263
$32.9K 0.01%
360
+121
264
$32.3K 0.01%
333
265
$31.4K 0.01%
+427
266
$30.8K 0.01%
200
-12
267
$30.6K 0.01%
49
+15
268
$30.6K 0.01%
2,642
269
$29.8K 0.01%
180
270
$29.8K 0.01%
127
+19
271
$29.6K 0.01%
201
272
$29.6K 0.01%
365
273
$29.6K 0.01%
533
-835
274
$29.3K 0.01%
594
-1,571
275
$29K 0.01%
141
9 10
11
12 13