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
351
$14.6K ﹤0.01%
70
352
$14.5K ﹤0.01%
185
353
$14.5K ﹤0.01%
224
354
$14.4K ﹤0.01%
87
355
$14.3K ﹤0.01%
220
356
$14.2K ﹤0.01%
+200
357
$14.2K ﹤0.01%
145
358
$13.9K ﹤0.01%
+233
359
$13.7K ﹤0.01%
85
360
$13.6K ﹤0.01%
28
+10
361
$13.5K ﹤0.01%
260
362
$13.5K ﹤0.01%
130
363
$13.5K ﹤0.01%
600
364
$13.4K ﹤0.01%
47
365
$13.4K ﹤0.01%
365
366
$13.3K ﹤0.01%
80
367
$13.3K ﹤0.01%
+150
368
$13.1K ﹤0.01%
463
369
$13.1K ﹤0.01%
140
370
$13.1K ﹤0.01%
360
371
$13K ﹤0.01%
160
372
$12.9K ﹤0.01%
155
373
$12.8K ﹤0.01%
150
374
$12.8K ﹤0.01%
190
-60
375
$12.8K ﹤0.01%
255