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
401
$11.8K ﹤0.01%
38
-9
402
$11.7K ﹤0.01%
310
403
$11.6K ﹤0.01%
188
-625
404
$11.6K ﹤0.01%
210
405
$11.4K ﹤0.01%
+385
406
$11.2K ﹤0.01%
131
-40
407
$11.2K ﹤0.01%
250
408
$11.1K ﹤0.01%
285
409
$11.1K ﹤0.01%
433
410
$10.9K ﹤0.01%
86
+27
411
$10.9K ﹤0.01%
510
412
$10.8K ﹤0.01%
300
413
$10.8K ﹤0.01%
425
414
$10.8K ﹤0.01%
100
-49
415
$10.7K ﹤0.01%
322
-141
416
$10.7K ﹤0.01%
244
417
$10.7K ﹤0.01%
69
+21
418
$10.6K ﹤0.01%
80
419
$10.5K ﹤0.01%
1,195
420
$10.4K ﹤0.01%
310
+58
421
$10.4K ﹤0.01%
46
422
$10.4K ﹤0.01%
131
+90
423
$10.3K ﹤0.01%
139
424
$10.3K ﹤0.01%
180
425
$10.3K ﹤0.01%
35
-7
15 16
17
18 19