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
626
$2.54K ﹤0.01%
139
+90
627
$2.54K ﹤0.01%
+25
628
$2.54K ﹤0.01%
27
629
$2.53K ﹤0.01%
42
-12
630
$2.53K ﹤0.01%
25
-4
631
$2.52K ﹤0.01%
12
-3
632
$2.5K ﹤0.01%
5
-1
633
$2.49K ﹤0.01%
18
-4
634
$2.48K ﹤0.01%
26
635
$2.44K ﹤0.01%
65
-150
636
$2.42K ﹤0.01%
25
-22
637
$2.38K ﹤0.01%
39
638
$2.38K ﹤0.01%
35
639
$2.37K ﹤0.01%
+35
640
$2.37K ﹤0.01%
42
641
$2.34K ﹤0.01%
90
-14
642
$2.34K ﹤0.01%
63
+62
643
$2.33K ﹤0.01%
114
644
$2.32K ﹤0.01%
6
-3
645
$2.31K ﹤0.01%
76
646
$2.3K ﹤0.01%
+135
647
$2.3K ﹤0.01%
10
-1,040
648
$2.29K ﹤0.01%
63
649
$2.29K ﹤0.01%
44
-8
650
$2.28K ﹤0.01%
9
24 25
26
27 28