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
651
$2.27K ﹤0.01%
375
652
$2.26K ﹤0.01%
+66
653
$2.25K ﹤0.01%
30
654
$2.23K ﹤0.01%
8
-2
655
$2.22K ﹤0.01%
21
656
$2.21K ﹤0.01%
20
657
$2.2K ﹤0.01%
+21
658
$2.19K ﹤0.01%
11
-2
659
$2.18K ﹤0.01%
52
660
$2.17K ﹤0.01%
15
-106
661
$2.17K ﹤0.01%
53
-13
662
$2.17K ﹤0.01%
24
663
$2.17K ﹤0.01%
35
664
$2.16K ﹤0.01%
7
-2
665
$2.13K ﹤0.01%
+12
666
$2.13K ﹤0.01%
23
667
$2.1K ﹤0.01%
103
668
$2.08K ﹤0.01%
5
669
$2.07K ﹤0.01%
+24
670
$2.07K ﹤0.01%
15
671
$2.05K ﹤0.01%
8
672
$2K ﹤0.01%
+296
673
$2K ﹤0.01%
112
674
$1.99K ﹤0.01%
+81
675
$1.98K ﹤0.01%
+111
25 26
27
28 29