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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
198
-2
352
$12K ﹤0.01%
69
+9
353
$12K ﹤0.01%
370
354
$12K ﹤0.01%
82
-2
355
$12K ﹤0.01%
+680
356
$12K ﹤0.01%
375
+85
357
$12K ﹤0.01%
180
358
$12K ﹤0.01%
120
+25
359
$12K ﹤0.01%
33
-10
360
$11K ﹤0.01%
200
361
$11K ﹤0.01%
76
362
$11K ﹤0.01%
225
363
$11K ﹤0.01%
145
364
$11K ﹤0.01%
55
-320
365
$11K ﹤0.01%
120
366
$11K ﹤0.01%
22
367
$11K ﹤0.01%
700
368
$11K ﹤0.01%
302
369
$11K ﹤0.01%
187
370
$11K ﹤0.01%
667
371
$11K ﹤0.01%
21
372
$10K ﹤0.01%
400
373
$10K ﹤0.01%
105
374
$10K ﹤0.01%
310
375
$10K ﹤0.01%
415
+175
13 14
15
16 17