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
601
$3.8K ﹤0.01%
180
602
$3.76K ﹤0.01%
60
603
$3.75K ﹤0.01%
29
604
$3.71K ﹤0.01%
25
605
$3.69K ﹤0.01%
+64
606
$3.69K ﹤0.01%
35
607
$3.66K ﹤0.01%
102
-53
608
$3.66K ﹤0.01%
+46
609
$3.65K ﹤0.01%
31
610
$3.63K ﹤0.01%
+400
611
$3.63K ﹤0.01%
68
612
$3.62K ﹤0.01%
+58
613
$3.62K ﹤0.01%
+64
614
$3.62K ﹤0.01%
47
615
$3.6K ﹤0.01%
126
616
$3.57K ﹤0.01%
+23
617
$3.54K ﹤0.01%
+16
618
$3.54K ﹤0.01%
24
619
$3.47K ﹤0.01%
27
620
$3.46K ﹤0.01%
+54
621
$3.45K ﹤0.01%
53
622
$3.45K ﹤0.01%
20
623
$3.44K ﹤0.01%
+45
624
$3.42K ﹤0.01%
200
-59
625
$3.39K ﹤0.01%
10
23 24
25
26 27