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

Top Sells

1
+$4.44M
2
+$4.37M
3
+$3.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.42M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.07M

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
426
$8.97K ﹤0.01%
42
427
$8.95K ﹤0.01%
165
428
$8.9K ﹤0.01%
250
429
$8.82K ﹤0.01%
167
430
$8.78K ﹤0.01%
129
431
$8.77K ﹤0.01%
320
-1,900
432
$8.75K ﹤0.01%
70
433
$8.73K ﹤0.01%
165
434
$8.71K ﹤0.01%
1,195
435
$8.71K ﹤0.01%
20
436
$8.39K ﹤0.01%
269
+60
437
$8.38K ﹤0.01%
120
438
$8.28K ﹤0.01%
41
+33
439
$8.25K ﹤0.01%
65
440
$8.24K ﹤0.01%
180
441
$8.23K ﹤0.01%
675
442
$8.21K ﹤0.01%
245
443
$8.15K ﹤0.01%
165
444
$7.88K ﹤0.01%
262
445
$7.81K ﹤0.01%
59
446
$7.78K ﹤0.01%
135
-927
447
$7.69K ﹤0.01%
78
448
$7.6K ﹤0.01%
+15
449
$7.59K ﹤0.01%
202
450
$7.59K ﹤0.01%
188
-26
16 17
18
19 20