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
476
$7.02K ﹤0.01%
111
+17
477
$6.93K ﹤0.01%
+118
478
$6.9K ﹤0.01%
66
479
$6.86K ﹤0.01%
159
480
$6.78K ﹤0.01%
250
481
$6.78K ﹤0.01%
182
482
$6.74K ﹤0.01%
58
-3
483
$6.71K ﹤0.01%
+50
484
$6.7K ﹤0.01%
+44
485
$6.68K ﹤0.01%
955
486
$6.68K ﹤0.01%
39
-4
487
$6.67K ﹤0.01%
109
488
$6.67K ﹤0.01%
593
489
$6.58K ﹤0.01%
+44
490
$6.53K ﹤0.01%
181
-2,114
491
$6.49K ﹤0.01%
1,033
492
$6.47K ﹤0.01%
+107
493
$6.34K ﹤0.01%
45
494
$6.3K ﹤0.01%
115
-11
495
$6.27K ﹤0.01%
+120
496
$6.24K ﹤0.01%
14
-3
497
$6.19K ﹤0.01%
+50
498
$6.16K ﹤0.01%
11
+5
499
$5.93K ﹤0.01%
+55
500
$5.9K ﹤0.01%
79
-603
18 19
20
21 22