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
301
$21.2K ﹤0.01%
303
-12
302
$21K ﹤0.01%
239
-32
303
$20.6K ﹤0.01%
500
304
$20.6K ﹤0.01%
48
305
$20.4K ﹤0.01%
407
306
$20.2K ﹤0.01%
400
-1,770
307
$19.8K ﹤0.01%
227
-11
308
$19.8K ﹤0.01%
260
309
$19.6K ﹤0.01%
700
310
$19.6K ﹤0.01%
88
-5
311
$19.5K ﹤0.01%
+114
312
$19.4K ﹤0.01%
384
-203
313
$19.3K ﹤0.01%
140
314
$19.3K ﹤0.01%
320
315
$19.3K ﹤0.01%
50
+45
316
$19.1K ﹤0.01%
130
317
$19K ﹤0.01%
95
+11
318
$18.7K ﹤0.01%
470
319
$18.6K ﹤0.01%
62
320
$18.6K ﹤0.01%
480
321
$18.6K ﹤0.01%
341
322
$18.5K ﹤0.01%
74
323
$18.4K ﹤0.01%
133
324
$18.4K ﹤0.01%
361
325
$18.2K ﹤0.01%
134
+111
11 12
13
14 15