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
651
$2.32K ﹤0.01%
7
652
$2.31K ﹤0.01%
46
653
$2.3K ﹤0.01%
43
654
$2.29K ﹤0.01%
80
655
$2.28K ﹤0.01%
18
656
$2.27K ﹤0.01%
28
657
$2.25K ﹤0.01%
20
658
$2.24K ﹤0.01%
63
659
$2.23K ﹤0.01%
26
660
$2.19K ﹤0.01%
5
661
$2.19K ﹤0.01%
5
662
$2.18K ﹤0.01%
+37
663
$2.18K ﹤0.01%
28
664
$2.17K ﹤0.01%
67
665
$2.17K ﹤0.01%
86
666
$2.17K ﹤0.01%
11
667
$2.15K ﹤0.01%
42
668
$2.12K ﹤0.01%
39
669
$2.11K ﹤0.01%
+62
670
$2.1K ﹤0.01%
15
671
$2.1K ﹤0.01%
38
672
$2.1K ﹤0.01%
8
673
$2.08K ﹤0.01%
+64
674
$2.07K ﹤0.01%
23
675
$2.06K ﹤0.01%
8
25 26
27
28 29