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
26
$2.28M 0.42%
16,300
-31,259
27
$2.13M 0.4%
33,034
-16,961
28
$1.96M 0.37%
12,726
-544
29
$1.95M 0.36%
13,078
-885
30
$1.84M 0.34%
108,602
-30,864
31
$1.77M 0.33%
5,871
-204
32
$1.77M 0.33%
4,677
-325
33
$1.73M 0.32%
83,348
+1,166
34
$1.61M 0.3%
49,632
-3,480
35
$1.6M 0.3%
28,312
-230
36
$1.58M 0.29%
3,137
-124
37
$1.53M 0.29%
16,540
-1,126
38
$1.51M 0.28%
13,055
-848
39
$1.44M 0.27%
8,059
-2,100
40
$1.44M 0.27%
7,623
-381
41
$1.33M 0.25%
48,453
+724
42
$1.3M 0.24%
19,528
-1,354
43
$1.3M 0.24%
24,095
-1,493
44
$1.25M 0.23%
22,244
+1,097
45
$1.24M 0.23%
11,348
-2,338
46
$1.24M 0.23%
3,318
-233
47
$1.22M 0.23%
34,642
-2,411
48
$1.22M 0.23%
7,688
-466
49
$1.19M 0.22%
18,081
-1,300
50
$1.05M 0.2%
4,769
-251
1
2
3 4 5