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

Top Sells

1
+$4.44M
2
+$4.37M
3
+$3.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.42M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.07M

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
526
$4.83K ﹤0.01%
44
527
$4.81K ﹤0.01%
76
528
$4.79K ﹤0.01%
+72
529
$4.74K ﹤0.01%
+96
530
$4.71K ﹤0.01%
478
531
$4.7K ﹤0.01%
452
532
$4.65K ﹤0.01%
351
533
$4.57K ﹤0.01%
43
534
$4.55K ﹤0.01%
365
535
$4.55K ﹤0.01%
33
536
$4.54K ﹤0.01%
75
537
$4.53K ﹤0.01%
259
538
$4.53K ﹤0.01%
107
539
$4.52K ﹤0.01%
301
540
$4.51K ﹤0.01%
47
541
$4.49K ﹤0.01%
147
542
$4.46K ﹤0.01%
22
543
$4.43K ﹤0.01%
94
544
$4.4K ﹤0.01%
528
+77
545
$4.37K ﹤0.01%
45
546
$4.33K ﹤0.01%
137
547
$4.33K ﹤0.01%
47
548
$4.33K ﹤0.01%
36
549
$4.28K ﹤0.01%
+20
550
$4.22K ﹤0.01%
150
20 21
22
23 24