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
51
$1.04M 0.19%
2,857
-199
52
$1.04M 0.19%
1,608
-112
53
$1.03M 0.19%
6,282
-437
54
$1.02M 0.19%
3,782
+3,278
55
$1.02M 0.19%
9,854
+8,197
56
$1M 0.19%
35,994
-2,044
57
$986K 0.18%
80,655
+1,737
58
$983K 0.18%
2,483
+11
59
$978K 0.18%
36,291
-2,534
60
$956K 0.18%
32,796
-10,225
61
$916K 0.17%
48,822
-3,635
62
$908K 0.17%
6,410
63
$818K 0.15%
4,976
+219
64
$817K 0.15%
24,355
-1,825
65
$814K 0.15%
7,512
-555
66
$804K 0.15%
12,683
+200
67
$795K 0.15%
19,255
-1,350
68
$793K 0.15%
16,663
-530
69
$747K 0.14%
1,391
+94
70
$738K 0.14%
6,237
+1,600
71
$738K 0.14%
5,805
+347
72
$724K 0.13%
6,831
+34
73
$707K 0.13%
4,872
+52
74
$694K 0.13%
28,900
75
$673K 0.13%
37,916
+1,262
1 2
3
4 5