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
276
$28.9K 0.01%
434
-45
277
$28.8K 0.01%
801
+89
278
$28.1K ﹤0.01%
486
279
$28K ﹤0.01%
288
280
$27.1K ﹤0.01%
56
281
$27K ﹤0.01%
372
282
$26.5K ﹤0.01%
190
283
$26.2K ﹤0.01%
92
284
$25.7K ﹤0.01%
502
285
$25.7K ﹤0.01%
470
286
$25.7K ﹤0.01%
317
+84
287
$25.3K ﹤0.01%
2,022
288
$24.9K ﹤0.01%
300
-32
289
$24.9K ﹤0.01%
720
290
$24.8K ﹤0.01%
155
291
$24.5K ﹤0.01%
112
292
$24.4K ﹤0.01%
200
293
$24.4K ﹤0.01%
690
294
$24.4K ﹤0.01%
371
295
$24K ﹤0.01%
360
296
$23.9K ﹤0.01%
69
297
$23.9K ﹤0.01%
111
-40
298
$23.8K ﹤0.01%
175
299
$23.7K ﹤0.01%
325
300
$23.4K ﹤0.01%
140
10 11
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