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
301
$19.5K ﹤0.01%
+115
302
$19.3K ﹤0.01%
133
303
$19.2K ﹤0.01%
200
304
$19.1K ﹤0.01%
105
305
$18.9K ﹤0.01%
322
306
$18.8K ﹤0.01%
320
307
$18.8K ﹤0.01%
+655
308
$18.8K ﹤0.01%
95
309
$18.7K ﹤0.01%
239
310
$18.7K ﹤0.01%
103
311
$18.6K ﹤0.01%
114
312
$18.5K ﹤0.01%
45
313
$18.3K ﹤0.01%
112
314
$18.3K ﹤0.01%
69
315
$18.3K ﹤0.01%
88
+30
316
$18.2K ﹤0.01%
67
317
$18.2K ﹤0.01%
+317
318
$17.8K ﹤0.01%
305
319
$17.8K ﹤0.01%
683
320
$17.7K ﹤0.01%
128
321
$17.5K ﹤0.01%
480
322
$17.5K ﹤0.01%
233
323
$17.4K ﹤0.01%
140
324
$17.4K ﹤0.01%
53
+6
325
$17.4K ﹤0.01%
185