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

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
426
$10.2K ﹤0.01%
500
427
$10.1K ﹤0.01%
245
428
$10.1K ﹤0.01%
28
-25
429
$10.1K ﹤0.01%
1,150
430
$10.1K ﹤0.01%
19
+4
431
$10.1K ﹤0.01%
481
432
$9.96K ﹤0.01%
159
433
$9.69K ﹤0.01%
46
434
$9.68K ﹤0.01%
71
435
$9.67K ﹤0.01%
157
+2
436
$9.66K ﹤0.01%
129
+34
437
$9.65K ﹤0.01%
167
438
$9.53K ﹤0.01%
320
439
$9.53K ﹤0.01%
202
440
$9.49K ﹤0.01%
+53
441
$9.48K ﹤0.01%
120
442
$9.41K ﹤0.01%
+62
443
$9.39K ﹤0.01%
59
444
$9.33K ﹤0.01%
225
445
$9.31K ﹤0.01%
41
446
$9.22K ﹤0.01%
2,856
447
$9.11K ﹤0.01%
158
+37
448
$9.09K ﹤0.01%
52
449
$9.04K ﹤0.01%
165
450
$9.02K ﹤0.01%
262