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

Top Sells

1
+$12.7M
2
+$2.83M
3
+$2.33M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

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
451
$9K ﹤0.01%
+70
452
$8.92K ﹤0.01%
44
453
$8.87K ﹤0.01%
+92
454
$8.78K ﹤0.01%
165
455
$8.78K ﹤0.01%
87
456
$8.77K ﹤0.01%
47
457
$8.72K ﹤0.01%
245
458
$8.65K ﹤0.01%
70
459
$8.64K ﹤0.01%
60
+16
460
$8.64K ﹤0.01%
165
461
$8.64K ﹤0.01%
165
462
$8.56K ﹤0.01%
109
463
$8.51K ﹤0.01%
110
464
$8.48K ﹤0.01%
12
465
$8.39K ﹤0.01%
234
+46
466
$8.28K ﹤0.01%
65
467
$8.23K ﹤0.01%
223
+143
468
$8.2K ﹤0.01%
45
469
$8.18K ﹤0.01%
60
470
$8.08K ﹤0.01%
943
-336
471
$8.05K ﹤0.01%
+31
472
$7.88K ﹤0.01%
135
473
$7.84K ﹤0.01%
85
474
$7.81K ﹤0.01%
324
475
$7.62K ﹤0.01%
50
17 18
19
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