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
326
$17.4K ﹤0.01%
34
+20
327
$17.4K ﹤0.01%
250
328
$16.9K ﹤0.01%
150
329
$16.9K ﹤0.01%
+295
330
$16.8K ﹤0.01%
705
331
$16.4K ﹤0.01%
245
332
$16.3K ﹤0.01%
220
333
$16K ﹤0.01%
106
334
$15.9K ﹤0.01%
79
335
$15.9K ﹤0.01%
810
336
$15.6K ﹤0.01%
149
+49
337
$15.6K ﹤0.01%
500
338
$15.3K ﹤0.01%
+151
339
$15.3K ﹤0.01%
135
340
$15.3K ﹤0.01%
118
341
$15.3K ﹤0.01%
400
342
$15.2K ﹤0.01%
35
343
$15.2K ﹤0.01%
2,856
344
$15.1K ﹤0.01%
355
345
$15K ﹤0.01%
43
+10
346
$14.9K ﹤0.01%
123
347
$14.8K ﹤0.01%
73
348
$14.8K ﹤0.01%
+133
349
$14.7K ﹤0.01%
41
350
$14.6K ﹤0.01%
245
-40