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
$570M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.53M
3
+$1.71M
4
MS icon
Morgan Stanley
MS
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$996K

Top Sells

1
+$12.7M
2
+$2.83M
3
+$2.33M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

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
576
$4.33K ﹤0.01%
151
+86
577
$4.32K ﹤0.01%
19
+11
578
$4.29K ﹤0.01%
+52
579
$4.25K ﹤0.01%
42
580
$4.24K ﹤0.01%
73
+21
581
$4.22K ﹤0.01%
75
582
$4.21K ﹤0.01%
+63
583
$4.19K ﹤0.01%
27
584
$4.19K ﹤0.01%
113
585
$4.18K ﹤0.01%
33
586
$4.18K ﹤0.01%
137
587
$4.17K ﹤0.01%
135
+64
588
$4.17K ﹤0.01%
30
-18
589
$4.12K ﹤0.01%
+10
590
$4.07K ﹤0.01%
+82
591
$4.05K ﹤0.01%
118
+69
592
$4K ﹤0.01%
+59
593
$3.97K ﹤0.01%
191
594
$3.93K ﹤0.01%
52
595
$3.91K ﹤0.01%
78
-388
596
$3.88K ﹤0.01%
65
597
$3.88K ﹤0.01%
18
598
$3.86K ﹤0.01%
127
599
$3.81K ﹤0.01%
+41
600
$3.8K ﹤0.01%
10
22 23
24
25 26