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
751
$1.37K ﹤0.01%
63
752
$1.35K ﹤0.01%
32
753
$1.35K ﹤0.01%
18
754
$1.34K ﹤0.01%
+50
755
$1.34K ﹤0.01%
+17
756
$1.29K ﹤0.01%
+100
757
$1.26K ﹤0.01%
30
758
$1.25K ﹤0.01%
18
759
$1.24K ﹤0.01%
28
760
$1.23K ﹤0.01%
15
761
$1.22K ﹤0.01%
55
762
$1.19K ﹤0.01%
27
763
$1.19K ﹤0.01%
106
764
$1.18K ﹤0.01%
63
765
$1.17K ﹤0.01%
+35
766
$1.12K ﹤0.01%
16
767
$1.09K ﹤0.01%
+25
768
$1.07K ﹤0.01%
24
769
$1.07K ﹤0.01%
7
770
$992 ﹤0.01%
+37
771
$972 ﹤0.01%
17
772
$969 ﹤0.01%
13
773
$946 ﹤0.01%
+50
774
$913 ﹤0.01%
27
775
$880 ﹤0.01%
13
29 30
31
32 33