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
401
$10.7K ﹤0.01%
310
402
$10.6K ﹤0.01%
300
403
$10.6K ﹤0.01%
250
404
$10.5K ﹤0.01%
365
405
$10.4K ﹤0.01%
400
406
$10.2K ﹤0.01%
198
407
$10.1K ﹤0.01%
+60
408
$10.1K ﹤0.01%
1,279
-115
409
$10.1K ﹤0.01%
433
410
$9.97K ﹤0.01%
184
411
$9.95K ﹤0.01%
285
412
$9.67K ﹤0.01%
1,150
413
$9.58K ﹤0.01%
139
414
$9.51K ﹤0.01%
235
415
$9.46K ﹤0.01%
109
416
$9.42K ﹤0.01%
16
417
$9.35K ﹤0.01%
80
418
$9.35K ﹤0.01%
159
419
$9.29K ﹤0.01%
800
+140
420
$9.21K ﹤0.01%
46
421
$9.14K ﹤0.01%
+71
422
$9.14K ﹤0.01%
500
423
$9.1K ﹤0.01%
+481
424
$9.04K ﹤0.01%
46
425
$9K ﹤0.01%
44