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
376
$12.8K ﹤0.01%
220
-170
377
$12.8K ﹤0.01%
365
378
$12.7K ﹤0.01%
225
379
$12.6K ﹤0.01%
47
-7
380
$12.5K ﹤0.01%
145
+140
381
$12.2K ﹤0.01%
635
-5,011
382
$12.2K ﹤0.01%
320
+70
383
$12.1K ﹤0.01%
250
384
$12.1K ﹤0.01%
600
385
$12K ﹤0.01%
47
-34
386
$12K ﹤0.01%
72
+7
387
$11.9K ﹤0.01%
400
388
$11.7K ﹤0.01%
41
+3
389
$11.7K ﹤0.01%
50
-8
390
$11.5K ﹤0.01%
235
391
$11.4K ﹤0.01%
255
+140
392
$11.4K ﹤0.01%
425
+81
393
$11.3K ﹤0.01%
79
+71
394
$11.3K ﹤0.01%
100
-4
395
$11.2K ﹤0.01%
133
396
$11.2K ﹤0.01%
60
397
$11.2K ﹤0.01%
510
398
$11.1K ﹤0.01%
109
399
$11.1K ﹤0.01%
425
-250
400
$10.9K ﹤0.01%
684
14 15
16
17 18