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
326
$19.1K ﹤0.01%
128
327
$19K ﹤0.01%
41
+6
328
$18.8K ﹤0.01%
245
329
$18.7K ﹤0.01%
810
330
$18.6K ﹤0.01%
260
331
$18.5K ﹤0.01%
85
-20
332
$18.3K ﹤0.01%
185
333
$18.1K ﹤0.01%
85
334
$18K ﹤0.01%
461
+61
335
$17.9K ﹤0.01%
430
+75
336
$17.9K ﹤0.01%
250
337
$17.7K ﹤0.01%
121
-33
338
$17.6K ﹤0.01%
79
+9
339
$17.4K ﹤0.01%
80
-8
340
$17.3K ﹤0.01%
1,010
+1,000
341
$17.3K ﹤0.01%
145
342
$17.3K ﹤0.01%
705
343
$17.2K ﹤0.01%
151
344
$17K ﹤0.01%
133
345
$17K ﹤0.01%
103
346
$17K ﹤0.01%
341
-75
347
$16.8K ﹤0.01%
322
348
$16.8K ﹤0.01%
185
+38
349
$16.7K ﹤0.01%
123
350
$16.6K ﹤0.01%
255
12 13
14
15 16