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
501
$6.42K ﹤0.01%
59
+12
502
$6.41K ﹤0.01%
+122
503
$6.36K ﹤0.01%
379
+78
504
$6.25K ﹤0.01%
114
505
$6.22K ﹤0.01%
16
+4
506
$6.09K ﹤0.01%
47
507
$6.07K ﹤0.01%
6
508
$6.02K ﹤0.01%
+64
509
$6.02K ﹤0.01%
44
510
$6K ﹤0.01%
168
+105
511
$5.99K ﹤0.01%
216
-84
512
$5.96K ﹤0.01%
169
+78
513
$5.95K ﹤0.01%
27
514
$5.88K ﹤0.01%
+255
515
$5.86K ﹤0.01%
50
516
$5.83K ﹤0.01%
108
+39
517
$5.8K ﹤0.01%
121
+79
518
$5.75K ﹤0.01%
452
519
$5.74K ﹤0.01%
106
+40
520
$5.73K ﹤0.01%
74
+40
521
$5.64K ﹤0.01%
33
522
$5.59K ﹤0.01%
219
+119
523
$5.53K ﹤0.01%
+437
524
$5.52K ﹤0.01%
58
+31
525
$5.51K ﹤0.01%
365
19 20
21
22 23