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
426
$9.71K ﹤0.01%
38
-5
427
$9.7K ﹤0.01%
335
428
$9.69K ﹤0.01%
+185
429
$9.62K ﹤0.01%
637
-1,099
430
$9.53K ﹤0.01%
59
-16
431
$9.52K ﹤0.01%
+375
432
$9.49K ﹤0.01%
263
-75
433
$9.4K ﹤0.01%
225
+60
434
$9.33K ﹤0.01%
320
435
$9.29K ﹤0.01%
59
-45
436
$9.23K ﹤0.01%
+214
437
$9.17K ﹤0.01%
660
-384
438
$9.11K ﹤0.01%
80
439
$9.09K ﹤0.01%
327
-323
440
$8.96K ﹤0.01%
80
-6
441
$8.87K ﹤0.01%
23
-6
442
$8.81K ﹤0.01%
46
-50
443
$8.76K ﹤0.01%
18
-17
444
$8.75K ﹤0.01%
120
+118
445
$8.71K ﹤0.01%
184
446
$8.66K ﹤0.01%
252
447
$8.55K ﹤0.01%
103
-19
448
$8.54K ﹤0.01%
103
+87
449
$8.49K ﹤0.01%
262
450
$8.43K ﹤0.01%
192
-43
16 17
18
19 20