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
576
$3.48K ﹤0.01%
4
577
$3.45K ﹤0.01%
69
578
$3.44K ﹤0.01%
+33
579
$3.41K ﹤0.01%
25
580
$3.33K ﹤0.01%
45
581
$3.33K ﹤0.01%
95
+55
582
$3.3K ﹤0.01%
23
583
$3.3K ﹤0.01%
10
584
$3.26K ﹤0.01%
+31
585
$3.25K ﹤0.01%
80
586
$3.24K ﹤0.01%
68
587
$3.23K ﹤0.01%
20
588
$3.16K ﹤0.01%
126
589
$3.15K ﹤0.01%
37
590
$3.1K ﹤0.01%
116
591
$3.1K ﹤0.01%
65
592
$3.09K ﹤0.01%
13
593
$3.08K ﹤0.01%
+94
594
$3.07K ﹤0.01%
298
595
$3.06K ﹤0.01%
113
596
$3.05K ﹤0.01%
66
597
$3.02K ﹤0.01%
23
598
$3.02K ﹤0.01%
100
599
$2.99K ﹤0.01%
29
600
$2.98K ﹤0.01%
65
22 23
24
25 26