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
351
$15.4K ﹤0.01%
285
-70
352
$15.4K ﹤0.01%
79
353
$15.3K ﹤0.01%
32
354
$15.2K ﹤0.01%
150
-10
355
$15.2K ﹤0.01%
185
-4
356
$15.2K ﹤0.01%
140
357
$15K ﹤0.01%
220
358
$15K ﹤0.01%
150
+20
359
$14.6K ﹤0.01%
74
360
$14.5K ﹤0.01%
327
-4,081
361
$14.3K ﹤0.01%
185
+30
362
$14.3K ﹤0.01%
106
-2,005
363
$14.3K ﹤0.01%
31
-5
364
$14.1K ﹤0.01%
260
+40
365
$14.1K ﹤0.01%
147
-5
366
$14.1K ﹤0.01%
21
+15
367
$14K ﹤0.01%
70
+11
368
$13.7K ﹤0.01%
200
369
$13.5K ﹤0.01%
245
370
$13.5K ﹤0.01%
346
+1
371
$13.2K ﹤0.01%
80
372
$13K ﹤0.01%
180
373
$12.9K ﹤0.01%
150
374
$12.9K ﹤0.01%
220
375
$12.8K ﹤0.01%
360
13 14
15
16 17