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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$10K ﹤0.01%
80
377
$9K ﹤0.01%
78
378
$9K ﹤0.01%
21
379
$9K ﹤0.01%
1,000
380
$9K ﹤0.01%
130
+25
381
$9K ﹤0.01%
+312
382
$9K ﹤0.01%
290
383
$9K ﹤0.01%
190
-20
384
$9K ﹤0.01%
310
385
$9K ﹤0.01%
+180
386
$9K ﹤0.01%
+100
387
$9K ﹤0.01%
+153
388
$9K ﹤0.01%
102
389
$9K ﹤0.01%
493
390
$9K ﹤0.01%
+160
391
$9K ﹤0.01%
290
+70
392
$8K ﹤0.01%
73
393
$8K ﹤0.01%
101
394
$8K ﹤0.01%
340
395
$8K ﹤0.01%
159
396
$8K ﹤0.01%
1,033
397
$8K ﹤0.01%
235
-85
398
$8K ﹤0.01%
750
+140
399
$8K ﹤0.01%
105
+10
400
$8K ﹤0.01%
165