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
501
$5.9K ﹤0.01%
52
+30
502
$5.89K ﹤0.01%
300
-88
503
$5.87K ﹤0.01%
61
-23
504
$5.84K ﹤0.01%
83
-58
505
$5.83K ﹤0.01%
28
-3
506
$5.8K ﹤0.01%
101
507
$5.73K ﹤0.01%
65
508
$5.71K ﹤0.01%
50
509
$5.69K ﹤0.01%
44
+21
510
$5.68K ﹤0.01%
365
511
$5.67K ﹤0.01%
+56
512
$5.65K ﹤0.01%
+70
513
$5.61K ﹤0.01%
50
514
$5.58K ﹤0.01%
12
-2
515
$5.57K ﹤0.01%
+1
516
$5.39K ﹤0.01%
54
+24
517
$5.36K ﹤0.01%
142
-275
518
$5.32K ﹤0.01%
130
-23
519
$5.3K ﹤0.01%
2
520
$5.3K ﹤0.01%
44
-3
521
$5.27K ﹤0.01%
39
-165
522
$5.21K ﹤0.01%
185
-8,120
523
$5.16K ﹤0.01%
+89
524
$5.14K ﹤0.01%
27
525
$5.12K ﹤0.01%
176
-160
19 20
21
22 23