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
276
$25.7K ﹤0.01%
62
277
$25K ﹤0.01%
502
278
$25K ﹤0.01%
607
279
$24.9K ﹤0.01%
+365
280
$24.4K ﹤0.01%
+372
281
$24.2K ﹤0.01%
2,022
282
$24K ﹤0.01%
141
-15
283
$23.9K ﹤0.01%
371
+84
284
$23.5K ﹤0.01%
712
+62
285
$23.5K ﹤0.01%
466
+59
286
$23.4K ﹤0.01%
720
287
$23.2K ﹤0.01%
+56
288
$23.1K ﹤0.01%
155
289
$22.3K ﹤0.01%
416
+75
290
$22.3K ﹤0.01%
154
+100
291
$21.6K ﹤0.01%
130
292
$21.6K ﹤0.01%
325
293
$21.5K ﹤0.01%
92
294
$21.4K ﹤0.01%
+175
295
$21.2K ﹤0.01%
470
296
$21.2K ﹤0.01%
303
297
$20.7K ﹤0.01%
70
298
$20.7K ﹤0.01%
201
+175
299
$19.9K ﹤0.01%
525
300
$19.6K ﹤0.01%
88