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
676
$2.05K ﹤0.01%
28
-429
677
$2.04K ﹤0.01%
8
678
$2.04K ﹤0.01%
114
679
$2.03K ﹤0.01%
90
680
$2.03K ﹤0.01%
+51
681
$2.02K ﹤0.01%
21
682
$2.02K ﹤0.01%
27
683
$2K ﹤0.01%
44
-637
684
$2K ﹤0.01%
5
685
$1.98K ﹤0.01%
+24
686
$1.97K ﹤0.01%
23
687
$1.96K ﹤0.01%
24
688
$1.96K ﹤0.01%
58
689
$1.95K ﹤0.01%
17
690
$1.95K ﹤0.01%
+40
691
$1.93K ﹤0.01%
9
692
$1.92K ﹤0.01%
7
693
$1.92K ﹤0.01%
18
694
$1.92K ﹤0.01%
19
695
$1.91K ﹤0.01%
103
696
$1.91K ﹤0.01%
34
697
$1.91K ﹤0.01%
9
698
$1.9K ﹤0.01%
76
699
$1.89K ﹤0.01%
41
700
$1.89K ﹤0.01%
86
26 27
28
29 30