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
326
$17.8K ﹤0.01%
105
-3
327
$17.7K ﹤0.01%
87
328
$17.6K ﹤0.01%
355
329
$17.5K ﹤0.01%
100
330
$17.5K ﹤0.01%
105
+98
331
$17.3K ﹤0.01%
118
+20
332
$17.2K ﹤0.01%
155
333
$17K ﹤0.01%
172
+123
334
$16.9K ﹤0.01%
210
-4
335
$16.9K ﹤0.01%
85
-8
336
$16.9K ﹤0.01%
+662
337
$16.7K ﹤0.01%
172
+37
338
$16.6K ﹤0.01%
150
-2
339
$16.6K ﹤0.01%
112
340
$16.6K ﹤0.01%
82
341
$16.5K ﹤0.01%
287
-130
342
$16.4K ﹤0.01%
42
343
$16.3K ﹤0.01%
400
-6
344
$16K ﹤0.01%
70
345
$16K ﹤0.01%
45
-2
346
$15.9K ﹤0.01%
50
347
$15.9K ﹤0.01%
322
-225
348
$15.7K ﹤0.01%
160
+37
349
$15.6K ﹤0.01%
810
-210
350
$15.6K ﹤0.01%
95
12 13
14
15 16