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
476
$6.68K ﹤0.01%
+121
477
$6.65K ﹤0.01%
+692
478
$6.6K ﹤0.01%
+41
479
$6.57K ﹤0.01%
95
480
$6.55K ﹤0.01%
165
-19
481
$6.42K ﹤0.01%
109
482
$6.37K ﹤0.01%
155
483
$6.36K ﹤0.01%
60
484
$6.34K ﹤0.01%
50
485
$6.17K ﹤0.01%
2
-5
486
$6.1K ﹤0.01%
+200
487
$6.1K ﹤0.01%
66
-1
488
$6.03K ﹤0.01%
26
489
$5.96K ﹤0.01%
1
490
$5.92K ﹤0.01%
83
491
$5.92K ﹤0.01%
80
492
$5.9K ﹤0.01%
120
493
$5.89K ﹤0.01%
48
494
$5.88K ﹤0.01%
114
495
$5.85K ﹤0.01%
550
496
$5.82K ﹤0.01%
+334
497
$5.79K ﹤0.01%
28
498
$5.73K ﹤0.01%
53
499
$5.72K ﹤0.01%
+80
500
$5.64K ﹤0.01%
11
18 19
20
21 22