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
551
$4.19K ﹤0.01%
180
552
$4.18K ﹤0.01%
114
553
$4.04K ﹤0.01%
96
554
$3.99K ﹤0.01%
25
555
$3.99K ﹤0.01%
+75
556
$3.98K ﹤0.01%
53
557
$3.9K ﹤0.01%
41
558
$3.9K ﹤0.01%
45
559
$3.88K ﹤0.01%
36
560
$3.79K ﹤0.01%
18
561
$3.77K ﹤0.01%
127
-18,660
562
$3.76K ﹤0.01%
394
563
$3.75K ﹤0.01%
+66
564
$3.75K ﹤0.01%
22
565
$3.73K ﹤0.01%
33
566
$3.66K ﹤0.01%
74
567
$3.66K ﹤0.01%
27
568
$3.65K ﹤0.01%
42
569
$3.65K ﹤0.01%
29
570
$3.6K ﹤0.01%
35
571
$3.56K ﹤0.01%
8
572
$3.55K ﹤0.01%
39
573
$3.52K ﹤0.01%
52
574
$3.51K ﹤0.01%
47
575
$3.48K ﹤0.01%
41
21 22
23
24 25