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
51
$1.31M 0.23%
7,679
-9
52
$1.28M 0.22%
48,453
53
$1.26M 0.22%
2,855
-2
54
$1.25M 0.22%
1,888
+1,067
55
$1.22M 0.21%
24,085
-10
56
$1.22M 0.21%
6,299
+1,323
57
$1.14M 0.2%
9,050
+1,538
58
$1.13M 0.2%
35,979
-15
59
$1.1M 0.19%
3,804
+22
60
$1.09M 0.19%
48,752
-70
61
$1.08M 0.19%
2,521
+38
62
$1.07M 0.19%
36,334
+43
63
$1.05M 0.18%
4,766
-3
64
$1.05M 0.18%
32,790
-6
65
$997K 0.18%
27,690
+3,335
66
$982K 0.17%
19,245
-10
67
$981K 0.17%
80,655
68
$970K 0.17%
29,942
+13,972
69
$968K 0.17%
13,782
+1,099
70
$924K 0.16%
6,081
+276
71
$843K 0.15%
3,239
+1,468
72
$842K 0.15%
1,444
+53
73
$837K 0.15%
4,920
+48
74
$834K 0.15%
6,237
75
$810K 0.14%
16,014
-649
1 2
3
4 5