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
626
$3.38K ﹤0.01%
66
627
$3.36K ﹤0.01%
13
628
$3.34K ﹤0.01%
30
629
$3.34K ﹤0.01%
+85
630
$3.33K ﹤0.01%
+77
631
$3.31K ﹤0.01%
+38
632
$3.3K ﹤0.01%
+185
633
$3.28K ﹤0.01%
+58
634
$3.27K ﹤0.01%
12
635
$3.25K ﹤0.01%
+43
636
$3.24K ﹤0.01%
+23
637
$3.2K ﹤0.01%
65
638
$3.17K ﹤0.01%
63
639
$3.16K ﹤0.01%
35
640
$3.14K ﹤0.01%
19
641
$3.14K ﹤0.01%
10
642
$3.14K ﹤0.01%
+54
643
$3.13K ﹤0.01%
19
644
$3.12K ﹤0.01%
45
645
$3.12K ﹤0.01%
100
646
$3.11K ﹤0.01%
+30
647
$3.1K ﹤0.01%
63
648
$3.09K ﹤0.01%
6
649
$3.08K ﹤0.01%
15
650
$3.08K ﹤0.01%
68
24 25
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