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
701
$1.86K ﹤0.01%
30
702
$1.86K ﹤0.01%
13
703
$1.84K ﹤0.01%
171
704
$1.82K ﹤0.01%
15
705
$1.81K ﹤0.01%
20
706
$1.81K ﹤0.01%
16
707
$1.79K ﹤0.01%
42
708
$1.78K ﹤0.01%
65
709
$1.77K ﹤0.01%
26
710
$1.77K ﹤0.01%
69
711
$1.77K ﹤0.01%
9
712
$1.76K ﹤0.01%
38
713
$1.75K ﹤0.01%
37
714
$1.75K ﹤0.01%
+160
715
$1.75K ﹤0.01%
26
716
$1.75K ﹤0.01%
16
717
$1.74K ﹤0.01%
93
718
$1.74K ﹤0.01%
+44
719
$1.73K ﹤0.01%
+100
720
$1.73K ﹤0.01%
280
721
$1.7K ﹤0.01%
+453
722
$1.7K ﹤0.01%
25
723
$1.69K ﹤0.01%
7
724
$1.68K ﹤0.01%
190
725
$1.67K ﹤0.01%
32
27 28
29
30 31