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
26
$2.91M 0.5%
168,778
-31,168
27
$2.43M 0.42%
15,258
-1,482
28
$2.36M 0.41%
96,427
+3,128
29
$2.36M 0.41%
12,473
-411
30
$2.28M 0.39%
38,332
-11,528
31
$2.23M 0.38%
20,360
+237
32
$2.17M 0.37%
47,160
-6,919
33
$2.09M 0.36%
75,374
-11,530
34
$2.01M 0.34%
13,224
-605
35
$1.98M 0.34%
25,676
-3,338
36
$1.95M 0.34%
59,806
-8,983
37
$1.82M 0.31%
6,164
+3,968
38
$1.76M 0.3%
67,920
39
$1.73M 0.3%
25,787
-3,949
40
$1.72M 0.3%
17,666
-2,624
41
$1.66M 0.28%
4,663
-671
42
$1.62M 0.28%
63,580
-5,200
43
$1.59M 0.27%
13,903
-1,971
44
$1.59M 0.27%
5,002
-749
45
$1.55M 0.27%
73,770
+2,900
46
$1.53M 0.26%
3,246
-1,590
47
$1.53M 0.26%
8,202
-934
48
$1.52M 0.26%
16,394
-2,386
49
$1.5M 0.26%
19,381
-2,865
50
$1.49M 0.26%
10,159
-1,526
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