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
726
$1.19K ﹤0.01%
24
-6
727
$1.17K ﹤0.01%
17
-8
728
$1.16K ﹤0.01%
63
-31
729
$1.13K ﹤0.01%
63
730
$1.11K ﹤0.01%
83
-79
731
$1.08K ﹤0.01%
7
-5
732
$1.06K ﹤0.01%
14
-13
733
$1.06K ﹤0.01%
163
-229
734
$1.02K ﹤0.01%
15
-7
735
$1.01K ﹤0.01%
13
-12
736
$988 ﹤0.01%
27
-91
737
$987 ﹤0.01%
16
738
$948 ﹤0.01%
32
-13
739
$925 ﹤0.01%
7
-3
740
$822 ﹤0.01%
300
-271,069
741
– –
-22,140
742
$816 ﹤0.01%
92
-238
743
$810 ﹤0.01%
45
-38
744
$795 ﹤0.01%
80
745
$748 ﹤0.01%
+9
746
$741 ﹤0.01%
150
747
$733 ﹤0.01%
100
748
$689 ﹤0.01%
95
749
$668 ﹤0.01%
8
-20
750
$661 ﹤0.01%
68
28 29
30
31 32