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
601
$2.91K ﹤0.01%
+85
602
$2.9K ﹤0.01%
+15
603
$2.89K ﹤0.01%
63
-3
604
$2.87K ﹤0.01%
10
-3
605
$2.83K ﹤0.01%
85
606
$2.82K ﹤0.01%
+47
607
$2.82K ﹤0.01%
27
-6
608
$2.81K ﹤0.01%
4
609
$2.8K ﹤0.01%
73
-4
610
$2.8K ﹤0.01%
66
611
$2.79K ﹤0.01%
126
612
$2.78K ﹤0.01%
116
613
$2.73K ﹤0.01%
13
-4
614
$2.73K ﹤0.01%
5
615
$2.73K ﹤0.01%
80
+58
616
$2.71K ﹤0.01%
60
617
$2.7K ﹤0.01%
45
618
$2.69K ﹤0.01%
+62
619
$2.67K ﹤0.01%
181
+118
620
$2.66K ﹤0.01%
+40
621
$2.63K ﹤0.01%
13
622
$2.61K ﹤0.01%
46
-20
623
$2.6K ﹤0.01%
68
-1,060
624
$2.56K ﹤0.01%
+46
625
$2.55K ﹤0.01%
26
-28
23 24
25
26 27