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
476
$7.54K ﹤0.01%
302
477
$7.41K ﹤0.01%
165
478
$7.39K ﹤0.01%
175
479
$7.33K ﹤0.01%
41
480
$7.3K ﹤0.01%
250
481
$7.27K ﹤0.01%
44
482
$7.23K ﹤0.01%
48
+12
483
$7.23K ﹤0.01%
89
-596
484
$7.16K ﹤0.01%
185
485
$7.13K ﹤0.01%
66
486
$7.13K ﹤0.01%
41
+23
487
$7.09K ﹤0.01%
2
488
$7.06K ﹤0.01%
98
489
$6.92K ﹤0.01%
158
-50
490
$6.87K ﹤0.01%
27
491
$6.85K ﹤0.01%
26
492
$6.82K ﹤0.01%
28
493
$6.61K ﹤0.01%
127
+110
494
$6.58K ﹤0.01%
42
+19
495
$6.57K ﹤0.01%
678
496
$6.54K ﹤0.01%
598
+204
497
$6.53K ﹤0.01%
79
498
$6.52K ﹤0.01%
490
-185
499
$6.52K ﹤0.01%
82
+59
500
$6.46K ﹤0.01%
+28
18 19
20
21 22