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

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
501
$5.64K ﹤0.01%
55
502
$5.59K ﹤0.01%
63
503
$5.58K ﹤0.01%
36
504
$5.54K ﹤0.01%
955
505
$5.47K ﹤0.01%
162
506
$5.45K ﹤0.01%
678
507
$5.41K ﹤0.01%
58
508
$5.37K ﹤0.01%
48
+30
509
$5.3K ﹤0.01%
44
510
$5.28K ﹤0.01%
27
511
$5.28K ﹤0.01%
12
512
$5.27K ﹤0.01%
309
+129
513
$5.26K ﹤0.01%
101
514
$5.22K ﹤0.01%
182
515
$5.14K ﹤0.01%
295
516
$5.08K ﹤0.01%
2
517
$5.06K ﹤0.01%
6
518
$5.02K ﹤0.01%
79
519
$5.01K ﹤0.01%
100
520
$5K ﹤0.01%
174
+60
521
$4.98K ﹤0.01%
+148
522
$4.97K ﹤0.01%
162
-1
523
$4.9K ﹤0.01%
113
524
$4.9K ﹤0.01%
+50
525
$4.85K ﹤0.01%
130