LF
Lee Financial Portfolio holdings
AUM
$697M
1-Year Return
15.8%
This Quarter Return
-2.45%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$537M
AUM Growth
-$34.3M
(-6%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-3.49%
Top 10 Holdings %
Top 10 Hldgs %
63.77%
Holding
876
New
88
Increased
98
Reduced
100
Closed
31
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.19M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$3.23M |
| 3 |
Amgen
AMGN
|
+$881K |
| 4 |
Merck
MRK
|
+$845K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$545K |
Top Sells
Sector Composition
| 1 | Financials | 7.66% |
| 2 | Technology | 5.53% |
| 3 | Energy | 2.51% |
| 4 | Healthcare | 1.83% |
| 5 | Industrials | 1.5% |
