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
351
$16.2K ﹤0.01%
220
352
$16.2K ﹤0.01%
66
+53
353
$15.9K ﹤0.01%
200
354
$15.9K ﹤0.01%
259
-46
355
$15.7K ﹤0.01%
106
356
$15.6K ﹤0.01%
1,370
+550
357
$15.3K ﹤0.01%
165
358
$15.3K ﹤0.01%
66
+10
359
$15.2K ﹤0.01%
298
-1,150
360
$15.2K ﹤0.01%
285
+60
361
$15.1K ﹤0.01%
33
+5
362
$15.1K ﹤0.01%
160
363
$15K ﹤0.01%
190
364
$14.9K ﹤0.01%
155
365
$14.7K ﹤0.01%
80
366
$14.6K ﹤0.01%
327
-38
367
$14.5K ﹤0.01%
135
368
$14.5K ﹤0.01%
+210
369
$14.5K ﹤0.01%
118
370
$14.5K ﹤0.01%
87
371
$14.3K ﹤0.01%
1,720
372
$14.3K ﹤0.01%
24
+1
373
$14.2K ﹤0.01%
73
-9
374
$14K ﹤0.01%
107
+62
375
$14K ﹤0.01%
180
13 14
15
16 17