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
26
$2.11M 0.37%
89,400
+6,052
27
$2.03M 0.36%
5,854
-17
28
$2.01M 0.35%
12,972
-106
29
$2M 0.35%
4,674
-3
30
$1.96M 0.34%
11,270
-1,456
31
$1.94M 0.34%
19,424
-799
32
$1.66M 0.29%
8,054
-5
33
$1.65M 0.29%
3,142
+5
34
$1.63M 0.29%
49,606
-26
35
$1.62M 0.28%
7,575
-48
36
$1.58M 0.28%
85,620
-22,982
37
$1.56M 0.27%
13,090
+35
38
$1.56M 0.27%
16,531
-9
39
$1.56M 0.27%
14,268
+4,414
40
$1.53M 0.27%
16,444
+10,980
41
$1.53M 0.27%
19,517
-11
42
$1.45M 0.26%
11,371
+23
43
$1.44M 0.25%
1,771
+163
44
$1.43M 0.25%
23,023
-5,289
45
$1.41M 0.25%
5,947
+4,198
46
$1.36M 0.24%
3,303
-15
47
$1.35M 0.24%
6,265
-17
48
$1.34M 0.24%
8,563
-7,737
49
$1.32M 0.23%
18,104
+23
50
$1.32M 0.23%
22,364
+120
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