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
676
$1.98K ﹤0.01%
8
677
$1.97K ﹤0.01%
+20
678
$1.96K ﹤0.01%
70
-19
679
$1.95K ﹤0.01%
+7
680
$1.92K ﹤0.01%
28
-2
681
$1.88K ﹤0.01%
40
-5
682
$1.87K ﹤0.01%
+190
683
$1.86K ﹤0.01%
+9
684
$1.85K ﹤0.01%
38
-4
685
$1.85K ﹤0.01%
+10
686
$1.84K ﹤0.01%
9
-227
687
$1.83K ﹤0.01%
29
688
$1.83K ﹤0.01%
+25
689
$1.82K ﹤0.01%
6
-1
690
$1.82K ﹤0.01%
58
-59
691
$1.81K ﹤0.01%
16
-8
692
$1.8K ﹤0.01%
+14
693
$1.78K ﹤0.01%
66
694
$1.78K ﹤0.01%
46
-236
695
$1.76K ﹤0.01%
+26
696
$1.76K ﹤0.01%
91
697
$1.76K ﹤0.01%
+30
698
$1.76K ﹤0.01%
92
-197
699
$1.76K ﹤0.01%
23
+15
700
$1.75K ﹤0.01%
30
-20
26 27
28
29 30