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
651
$3.08K ﹤0.01%
+51
652
$3.07K ﹤0.01%
213
+191
653
$3.07K ﹤0.01%
94
-88
654
$3.06K ﹤0.01%
52
655
$3.04K ﹤0.01%
+31
656
$3.04K ﹤0.01%
100
+68
657
$3.02K ﹤0.01%
14
658
$3K ﹤0.01%
49
659
$2.98K ﹤0.01%
+68
660
$2.98K ﹤0.01%
24
661
$2.97K ﹤0.01%
38
+25
662
$2.97K ﹤0.01%
7
663
$2.96K ﹤0.01%
13
664
$2.93K ﹤0.01%
+22
665
$2.92K ﹤0.01%
298
666
$2.92K ﹤0.01%
+59
667
$2.89K ﹤0.01%
30
668
$2.89K ﹤0.01%
+70
669
$2.88K ﹤0.01%
+190
670
$2.88K ﹤0.01%
63
+39
671
$2.87K ﹤0.01%
86
672
$2.84K ﹤0.01%
2
673
$2.83K ﹤0.01%
5
-6
674
$2.83K ﹤0.01%
90
675
$2.82K ﹤0.01%
+100
25 26
27
28 29