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
751
$1.96K ﹤0.01%
+21
752
$1.95K ﹤0.01%
27
-590
753
$1.92K ﹤0.01%
26
754
$1.89K ﹤0.01%
43
755
$1.89K ﹤0.01%
44
756
$1.88K ﹤0.01%
453
757
$1.87K ﹤0.01%
16
758
$1.84K ﹤0.01%
160
759
$1.83K ﹤0.01%
+55
760
$1.81K ﹤0.01%
+152
761
$1.81K ﹤0.01%
13
-10
762
$1.81K ﹤0.01%
+25
763
$1.78K ﹤0.01%
30
764
$1.78K ﹤0.01%
38
765
$1.77K ﹤0.01%
+22
766
$1.71K ﹤0.01%
+21
767
$1.71K ﹤0.01%
+17
768
$1.7K ﹤0.01%
15
769
$1.68K ﹤0.01%
25
770
$1.6K ﹤0.01%
25
771
$1.6K ﹤0.01%
83
772
$1.57K ﹤0.01%
+3
773
$1.56K ﹤0.01%
375
774
$1.56K ﹤0.01%
40
-55
775
$1.52K ﹤0.01%
+141
29 30
31
32 33