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
451
$7.54K ﹤0.01%
+52
452
$7.51K ﹤0.01%
165
453
$7.5K ﹤0.01%
+47
454
$7.44K ﹤0.01%
80
455
$7.4K ﹤0.01%
87
+44
456
$7.34K ﹤0.01%
185
457
$7.31K ﹤0.01%
50
458
$7.31K ﹤0.01%
324
459
$7.25K ﹤0.01%
59
460
$7.2K ﹤0.01%
252
461
$7.19K ﹤0.01%
27
462
$7.18K ﹤0.01%
175
463
$7.14K ﹤0.01%
225
464
$7.13K ﹤0.01%
155
465
$7.06K ﹤0.01%
302
466
$7.01K ﹤0.01%
110
-24
467
$6.98K ﹤0.01%
245
468
$6.98K ﹤0.01%
208
469
$6.92K ﹤0.01%
637
470
$6.83K ﹤0.01%
+85
471
$6.78K ﹤0.01%
300
472
$6.76K ﹤0.01%
45
473
$6.74K ﹤0.01%
+98
474
$6.71K ﹤0.01%
12
475
$6.68K ﹤0.01%
44
17 18
19
20 21