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
451
$8.36K ﹤0.01%
167
-20
452
$8.28K ﹤0.01%
217
-492
453
$8.27K ﹤0.01%
265
-3,755
454
$8.27K ﹤0.01%
70
455
$8.26K ﹤0.01%
180
456
$8.26K ﹤0.01%
165
457
$8.2K ﹤0.01%
23
-6
458
$8.19K ﹤0.01%
+1,720
459
$8.15K ﹤0.01%
165
460
$7.98K ﹤0.01%
325
+217
461
$7.97K ﹤0.01%
25
462
$7.68K ﹤0.01%
+130
463
$7.64K ﹤0.01%
46
-3
464
$7.5K ﹤0.01%
44
465
$7.42K ﹤0.01%
202
466
$7.41K ﹤0.01%
184
467
$7.39K ﹤0.01%
30
-4
468
$7.32K ﹤0.01%
95
-2
469
$7.29K ﹤0.01%
175
-3,593
470
$7.25K ﹤0.01%
+315
471
$7.23K ﹤0.01%
198
+56
472
$7.18K ﹤0.01%
245
473
$7.12K ﹤0.01%
+209
474
$7.09K ﹤0.01%
32
+20
475
$7.08K ﹤0.01%
86
17 18
19
20 21