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
526
$5.5K ﹤0.01%
113
527
$5.46K ﹤0.01%
43
528
$5.43K ﹤0.01%
120
529
$5.42K ﹤0.01%
25
530
$5.41K ﹤0.01%
162
531
$5.37K ﹤0.01%
22
532
$5.29K ﹤0.01%
76
533
$5.25K ﹤0.01%
52
+24
534
$5.17K ﹤0.01%
2
535
$5.17K ﹤0.01%
+34
536
$5.16K ﹤0.01%
120
+40
537
$5.15K ﹤0.01%
+39
538
$5.12K ﹤0.01%
+68
539
$5.12K ﹤0.01%
107
540
$5.09K ﹤0.01%
+238
541
$5.02K ﹤0.01%
94
542
$4.99K ﹤0.01%
100
543
$4.97K ﹤0.01%
38
+31
544
$4.96K ﹤0.01%
+21
545
$4.91K ﹤0.01%
72
546
$4.9K ﹤0.01%
150
547
$4.87K ﹤0.01%
41
548
$4.82K ﹤0.01%
+240
549
$4.82K ﹤0.01%
132
+59
550
$4.8K ﹤0.01%
422
-215
20 21
22
23 24