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
726
$2.24K ﹤0.01%
8
727
$2.22K ﹤0.01%
+106
728
$2.22K ﹤0.01%
+104
729
$2.21K ﹤0.01%
51
730
$2.21K ﹤0.01%
28
731
$2.21K ﹤0.01%
+62
732
$2.17K ﹤0.01%
44
733
$2.16K ﹤0.01%
+79
734
$2.16K ﹤0.01%
40
735
$2.16K ﹤0.01%
+35
736
$2.15K ﹤0.01%
+12
737
$2.14K ﹤0.01%
+23
738
$2.14K ﹤0.01%
13
739
$2.13K ﹤0.01%
19
740
$2.13K ﹤0.01%
+58
741
$2.12K ﹤0.01%
+46
742
$2.1K ﹤0.01%
51
+19
743
$2.1K ﹤0.01%
+26
744
$2.08K ﹤0.01%
24
745
$2.04K ﹤0.01%
67
746
$2K ﹤0.01%
39
747
$2K ﹤0.01%
280
748
$2K ﹤0.01%
+229
749
$1.98K ﹤0.01%
86
750
$1.96K ﹤0.01%
+36
28 29
30
31 32