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
576
$3.66K ﹤0.01%
+35
577
$3.62K ﹤0.01%
114
+52
578
$3.5K ﹤0.01%
33
-7
579
$3.43K ﹤0.01%
54
-8
580
$3.4K ﹤0.01%
50
-10
581
$3.37K ﹤0.01%
65
582
$3.33K ﹤0.01%
+30
583
$3.32K ﹤0.01%
130
+72
584
$3.22K ﹤0.01%
298
585
$3.22K ﹤0.01%
106
+44
586
$3.17K ﹤0.01%
52
+43
587
$3.17K ﹤0.01%
8
588
$3.15K ﹤0.01%
52
-10
589
$3.12K ﹤0.01%
22
590
$3.12K ﹤0.01%
211
591
$3.08K ﹤0.01%
113
592
$3.07K ﹤0.01%
90
593
$3.06K ﹤0.01%
10
-2
594
$3.06K ﹤0.01%
49
-9
595
$3.04K ﹤0.01%
45
596
$2.98K ﹤0.01%
36
-38
597
$2.95K ﹤0.01%
79
598
$2.93K ﹤0.01%
18
599
$2.92K ﹤0.01%
13
600
$2.92K ﹤0.01%
30
22 23
24
25 26