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
676
$2.82K ﹤0.01%
81
-4
677
$2.81K ﹤0.01%
42
678
$2.81K ﹤0.01%
+37
679
$2.8K ﹤0.01%
116
680
$2.8K ﹤0.01%
+210
681
$2.79K ﹤0.01%
+26
682
$2.78K ﹤0.01%
5
683
$2.77K ﹤0.01%
41
684
$2.74K ﹤0.01%
83
685
$2.74K ﹤0.01%
64
686
$2.71K ﹤0.01%
60
687
$2.71K ﹤0.01%
+70
688
$2.7K ﹤0.01%
46
689
$2.67K ﹤0.01%
+46
690
$2.66K ﹤0.01%
+13
691
$2.64K ﹤0.01%
+21
692
$2.64K ﹤0.01%
+30
693
$2.6K ﹤0.01%
35
694
$2.55K ﹤0.01%
11
695
$2.53K ﹤0.01%
+33
696
$2.52K ﹤0.01%
+46
697
$2.5K ﹤0.01%
+10
698
$2.5K ﹤0.01%
30
-50
699
$2.48K ﹤0.01%
9
700
$2.48K ﹤0.01%
62
26 27
28
29 30