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
751
$616 ﹤0.01%
44
-2
752
$604 ﹤0.01%
33
753
$599 ﹤0.01%
20
754
$593 ﹤0.01%
9
755
$558 ﹤0.01%
36
756
$518 ﹤0.01%
22
-30
757
$502 ﹤0.01%
27
-85
758
$444 ﹤0.01%
7
759
$432 ﹤0.01%
35
760
$412 ﹤0.01%
3
-9
761
$399 ﹤0.01%
3
-10
762
$369 ﹤0.01%
35
763
$358 ﹤0.01%
3
-2
764
$326 ﹤0.01%
6
-22
765
$307 ﹤0.01%
8
766
$269 ﹤0.01%
2
767
$253 ﹤0.01%
48
768
$207 ﹤0.01%
23
769
$159 ﹤0.01%
13
770
$154 ﹤0.01%
20
771
$124 ﹤0.01%
3
772
$115 ﹤0.01%
+6
773
$105 ﹤0.01%
19
-112
774
$102 ﹤0.01%
4
775
$95 ﹤0.01%
10
29 30
31
32 33