LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$3.46M
2
+$2.39M
3
+$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$928K
5
MS icon
Morgan Stanley
MS
+$878K

Top Sells

1
+$11.4M
2
+$2.8M
3
+$2.3M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

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
551
$4.78K ﹤0.01%
309
552
$4.78K ﹤0.01%
+34
553
$4.75K ﹤0.01%
75
554
$4.74K ﹤0.01%
+184
555
$4.73K ﹤0.01%
437
-41
556
$4.73K ﹤0.01%
82
+67
557
$4.66K ﹤0.01%
4
558
$4.66K ﹤0.01%
85
559
$4.63K ﹤0.01%
45
560
$4.61K ﹤0.01%
114
561
$4.59K ﹤0.01%
101
562
$4.59K ﹤0.01%
8
563
$4.58K ﹤0.01%
148
564
$4.57K ﹤0.01%
33
565
$4.57K ﹤0.01%
96
566
$4.52K ﹤0.01%
+36
567
$4.52K ﹤0.01%
34
+18
568
$4.51K ﹤0.01%
54
-26
569
$4.51K ﹤0.01%
66
570
$4.49K ﹤0.01%
50
-28
571
$4.47K ﹤0.01%
36
-22
572
$4.42K ﹤0.01%
29
573
$4.35K ﹤0.01%
125
-37
574
$4.35K ﹤0.01%
528
575
$4.33K ﹤0.01%
+491
21 22
23
24 25