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
51
$1.48M 0.25%
30,381
-14,227
52
$1.37M 0.24%
6,723
+281
53
$1.36M 0.23%
26,102
-2,950
54
$1.25M 0.21%
20,606
-3,095
55
$1.15M 0.2%
44,443
+389
56
$1.12M 0.19%
29,906
-4,259
57
$1.12M 0.19%
24,996
-3,770
58
$1.07M 0.18%
38,038
-7,850
59
$1.05M 0.18%
3,056
+645
60
$960K 0.16%
5,020
+625
61
$918K 0.16%
6,350
-300
62
$911K 0.16%
31,551
+2,277
63
$909K 0.16%
47,657
-7,350
64
$902K 0.15%
2,483
+11
65
$884K 0.15%
14,199
+7,700
66
$855K 0.15%
78,918
+1,242
67
$787K 0.14%
16,060
68
$781K 0.13%
6,419
-1,010
69
$729K 0.13%
11,468
-53
70
$721K 0.12%
28,900
71
$715K 0.12%
36,678
-1,860
72
$680K 0.12%
13,791
-297
73
$653K 0.11%
4,637
74
$651K 0.11%
4,993
+88
75
$644K 0.11%
21,273
-11,000
1 2
3
4 5