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
701
$2.47K ﹤0.01%
18
702
$2.46K ﹤0.01%
171
703
$2.45K ﹤0.01%
5
704
$2.45K ﹤0.01%
23
705
$2.41K ﹤0.01%
+22
706
$2.39K ﹤0.01%
65
-109
707
$2.39K ﹤0.01%
+66
708
$2.39K ﹤0.01%
5
709
$2.37K ﹤0.01%
41
710
$2.37K ﹤0.01%
27
711
$2.35K ﹤0.01%
+166
712
$2.35K ﹤0.01%
+1,000
713
$2.34K ﹤0.01%
37
714
$2.34K ﹤0.01%
+21
715
$2.31K ﹤0.01%
8
716
$2.31K ﹤0.01%
+48
717
$2.3K ﹤0.01%
190
718
$2.29K ﹤0.01%
112
-55
719
$2.28K ﹤0.01%
+65
720
$2.28K ﹤0.01%
+34
721
$2.27K ﹤0.01%
34
722
$2.26K ﹤0.01%
60
723
$2.26K ﹤0.01%
+23
724
$2.26K ﹤0.01%
+114
725
$2.25K ﹤0.01%
76
27 28
29
30 31