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
526
$5.12K ﹤0.01%
23
-2
527
$5.11K ﹤0.01%
137
528
$5.09K ﹤0.01%
107
529
$5.08K ﹤0.01%
+158
530
$5.07K ﹤0.01%
162
531
$5.04K ﹤0.01%
53
532
$5.01K ﹤0.01%
100
533
$4.96K ﹤0.01%
39
-33
534
$4.92K ﹤0.01%
2
535
$4.91K ﹤0.01%
155
-50
536
$4.88K ﹤0.01%
591
+378
537
$4.86K ﹤0.01%
138
538
$4.79K ﹤0.01%
50
539
$4.75K ﹤0.01%
120
540
$4.62K ﹤0.01%
567
+116
541
$4.6K ﹤0.01%
478
+273
542
$4.58K ﹤0.01%
+79
543
$4.52K ﹤0.01%
44
-5,744
544
$4.46K ﹤0.01%
+55
545
$4.43K ﹤0.01%
88
-59
546
$4.42K ﹤0.01%
6
547
$4.42K ﹤0.01%
359
+207
548
$4.41K ﹤0.01%
76
549
$4.35K ﹤0.01%
20
550
$4.3K ﹤0.01%
54
-7
20 21
22
23 24