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
776
$90 ﹤0.01%
2
777
$85 ﹤0.01%
10
778
$84 ﹤0.01%
1
-2
779
$58 ﹤0.01%
8
780
$48 ﹤0.01%
1
-1,216
781
$44 ﹤0.01%
1
-40
782
$41 ﹤0.01%
1
-200
783
$35 ﹤0.01%
8
784
$35 ﹤0.01%
1
785
$21 ﹤0.01%
3
786
$19 ﹤0.01%
1
-177
787
– –
-78
788
– –
-703
789
– –
0
790
– –
-1,569
791
– –
-16,801
792
$2 ﹤0.01%
1
793
– –
0
794
– –
-3
795
– –
-103
796
– –
-2
797
– –
-18
798
– –
-6
799
– –
-5,500
800
– –
-5
30 31
32
33 34