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
601
$2.97K ﹤0.01%
27
602
$2.94K ﹤0.01%
45
603
$2.93K ﹤0.01%
296
604
$2.9K ﹤0.01%
85
605
$2.9K ﹤0.01%
68
606
$2.89K ﹤0.01%
41
607
$2.88K ﹤0.01%
191
608
$2.87K ﹤0.01%
35
609
$2.86K ﹤0.01%
73
610
$2.84K ﹤0.01%
53
611
$2.81K ﹤0.01%
24
612
$2.81K ﹤0.01%
12
613
$2.81K ﹤0.01%
19
614
$2.79K ﹤0.01%
35
615
$2.79K ﹤0.01%
49
616
$2.79K ﹤0.01%
52
617
$2.76K ﹤0.01%
2
618
$2.75K ﹤0.01%
6
619
$2.75K ﹤0.01%
+70
620
$2.73K ﹤0.01%
10
621
$2.72K ﹤0.01%
60
622
$2.72K ﹤0.01%
19
623
$2.71K ﹤0.01%
100
624
$2.7K ﹤0.01%
90
625
$2.7K ﹤0.01%
16
23 24
25
26 27