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
626
$2.7K ﹤0.01%
15
627
$2.68K ﹤0.01%
91
628
$2.65K ﹤0.01%
30
629
$2.65K ﹤0.01%
13
+10
630
$2.64K ﹤0.01%
24
631
$2.63K ﹤0.01%
+83
632
$2.63K ﹤0.01%
42
633
$2.62K ﹤0.01%
14
634
$2.61K ﹤0.01%
167
635
$2.61K ﹤0.01%
+47
636
$2.6K ﹤0.01%
10
637
$2.59K ﹤0.01%
13
638
$2.58K ﹤0.01%
+32
639
$2.57K ﹤0.01%
63
640
$2.57K ﹤0.01%
30
641
$2.56K ﹤0.01%
27
642
$2.55K ﹤0.01%
+60
643
$2.53K ﹤0.01%
63
644
$2.51K ﹤0.01%
+34
645
$2.46K ﹤0.01%
41
+38
646
$2.39K ﹤0.01%
52
647
$2.39K ﹤0.01%
22
648
$2.38K ﹤0.01%
66
649
$2.36K ﹤0.01%
71
650
$2.35K ﹤0.01%
40
24 25
26
27 28