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
726
$1.67K ﹤0.01%
+60
727
$1.67K ﹤0.01%
75
728
$1.67K ﹤0.01%
64
729
$1.63K ﹤0.01%
14
730
$1.61K ﹤0.01%
8
-12
731
$1.6K ﹤0.01%
+50
732
$1.59K ﹤0.01%
10
733
$1.57K ﹤0.01%
+5
734
$1.57K ﹤0.01%
+45
735
$1.56K ﹤0.01%
13
736
$1.55K ﹤0.01%
46
737
$1.51K ﹤0.01%
+25
738
$1.5K ﹤0.01%
72
739
$1.46K ﹤0.01%
114
740
$1.45K ﹤0.01%
158
741
$1.44K ﹤0.01%
49
742
$1.44K ﹤0.01%
79
743
$1.44K ﹤0.01%
58
744
$1.42K ﹤0.01%
17
745
$1.42K ﹤0.01%
30
746
$1.42K ﹤0.01%
+150
747
$1.41K ﹤0.01%
+75
748
$1.39K ﹤0.01%
83
749
$1.38K ﹤0.01%
+90
750
$1.37K ﹤0.01%
375
28 29
30
31 32