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
551
$4.3K ﹤0.01%
180
552
$4.29K ﹤0.01%
12
+3
553
$4.29K ﹤0.01%
71
+17
554
$4.27K ﹤0.01%
233
+124
555
$4.19K ﹤0.01%
351
556
$4.17K ﹤0.01%
36
-8
557
$4.16K ﹤0.01%
259
-28
558
$4.14K ﹤0.01%
150
559
$4.1K ﹤0.01%
115
-115
560
$4.1K ﹤0.01%
13
-3
561
$4.09K ﹤0.01%
96
562
$4.07K ﹤0.01%
94
563
$4.05K ﹤0.01%
30
+14
564
$4.05K ﹤0.01%
22
565
$4.03K ﹤0.01%
113
-41
566
$3.99K ﹤0.01%
180
-900
567
$3.98K ﹤0.01%
50
+40
568
$3.97K ﹤0.01%
23
569
$3.96K ﹤0.01%
41
-3
570
$3.96K ﹤0.01%
550
571
$3.83K ﹤0.01%
69
572
$3.81K ﹤0.01%
33
+27
573
$3.73K ﹤0.01%
65
574
$3.7K ﹤0.01%
+27
575
$3.69K ﹤0.01%
29
21 22
23
24 25