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
376
$13.9K ﹤0.01%
150
377
$13.8K ﹤0.01%
140
378
$13.7K ﹤0.01%
50
379
$13.6K ﹤0.01%
1,010
+210
380
$13.3K ﹤0.01%
360
381
$13.3K ﹤0.01%
365
382
$13.2K ﹤0.01%
41
383
$13.2K ﹤0.01%
100
384
$13.2K ﹤0.01%
150
385
$13.2K ﹤0.01%
44
386
$13.1K ﹤0.01%
+58
387
$12.8K ﹤0.01%
38
388
$12.8K ﹤0.01%
185
389
$12.7K ﹤0.01%
600
390
$12.6K ﹤0.01%
200
391
$12.6K ﹤0.01%
290
+55
392
$12.5K ﹤0.01%
150
393
$12.3K ﹤0.01%
130
394
$12.3K ﹤0.01%
35
395
$12.2K ﹤0.01%
151
+68
396
$12.1K ﹤0.01%
16
397
$12K ﹤0.01%
404
+135
398
$11.9K ﹤0.01%
400
399
$11.8K ﹤0.01%
198
400
$11.8K ﹤0.01%
320
14 15
16
17 18