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
701
$1.73K ﹤0.01%
+66
702
$1.7K ﹤0.01%
28
-70
703
$1.7K ﹤0.01%
17
+15
704
$1.7K ﹤0.01%
+86
705
$1.68K ﹤0.01%
+10
706
$1.67K ﹤0.01%
+55
707
$1.66K ﹤0.01%
26
708
$1.66K ﹤0.01%
+52
709
$1.65K ﹤0.01%
93
710
$1.63K ﹤0.01%
25
711
$1.6K ﹤0.01%
11
-12
712
$1.58K ﹤0.01%
30
713
$1.56K ﹤0.01%
10
714
$1.56K ﹤0.01%
+91
715
$1.54K ﹤0.01%
113
716
$1.52K ﹤0.01%
86
-30
717
$1.44K ﹤0.01%
12
-3
718
$1.39K ﹤0.01%
9
719
$1.38K ﹤0.01%
19
-31
720
$1.37K ﹤0.01%
8
721
$1.29K ﹤0.01%
26
722
$1.27K ﹤0.01%
44
723
$1.26K ﹤0.01%
16
724
$1.25K ﹤0.01%
27
725
$1.22K ﹤0.01%
18
27 28
29
30 31