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
301
$23.3K ﹤0.01%
133
302
$23.2K ﹤0.01%
88
303
$23.1K ﹤0.01%
70
304
$22.9K ﹤0.01%
115
305
$22.8K ﹤0.01%
220
306
$22.6K ﹤0.01%
95
307
$22.5K ﹤0.01%
45
308
$22.4K ﹤0.01%
219
+156
309
$22.2K ﹤0.01%
185
310
$22.1K ﹤0.01%
320
311
$22.1K ﹤0.01%
66
+4
312
$22.1K ﹤0.01%
303
313
$21.8K ﹤0.01%
83
+10
314
$21.4K ﹤0.01%
245
315
$21.3K ﹤0.01%
105
-25
316
$21.3K ﹤0.01%
515
-10,179
317
$21.1K ﹤0.01%
700
318
$20.8K ﹤0.01%
67
319
$20.6K ﹤0.01%
317
320
$20.6K ﹤0.01%
500
321
$20.3K ﹤0.01%
525
322
$19.8K ﹤0.01%
150
323
$19.6K ﹤0.01%
92
+18
324
$19.6K ﹤0.01%
103
-11
325
$19.4K ﹤0.01%
346
-410
11 12
13
14 15