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
276
$28.5K ﹤0.01%
223
-83
277
$28.4K ﹤0.01%
595
+215
278
$27.8K ﹤0.01%
317
+86
279
$27.4K ﹤0.01%
360
280
$27K ﹤0.01%
332
+26
281
$25.4K ﹤0.01%
1,044
282
$25.4K ﹤0.01%
502
283
$24.9K ﹤0.01%
224
-2
284
$24.5K ﹤0.01%
2,518
+1,500
285
$24.5K ﹤0.01%
486
286
$24.2K ﹤0.01%
720
287
$23.8K ﹤0.01%
650
-17
288
$23.2K ﹤0.01%
325
289
$23.2K ﹤0.01%
305
-40
290
$23K ﹤0.01%
350
+45
291
$22.9K ﹤0.01%
525
292
$22.8K ﹤0.01%
194
293
$22.8K ﹤0.01%
156
294
$22K ﹤0.01%
348
295
$21.9K ﹤0.01%
69
296
$21.8K ﹤0.01%
155
297
$21.6K ﹤0.01%
105
298
$21.6K ﹤0.01%
200
299
$21.6K ﹤0.01%
530
-335
300
$21.4K ﹤0.01%
92
10 11
12
13 14