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
776
$1.47K ﹤0.01%
150
777
$1.46K ﹤0.01%
100
778
$1.46K ﹤0.01%
17
779
$1.45K ﹤0.01%
75
780
$1.45K ﹤0.01%
15
781
$1.45K ﹤0.01%
50
782
$1.42K ﹤0.01%
12
-24
783
$1.42K ﹤0.01%
+1
784
$1.39K ﹤0.01%
7
785
$1.38K ﹤0.01%
13
786
$1.35K ﹤0.01%
30
787
$1.33K ﹤0.01%
27
788
$1.32K ﹤0.01%
9
-13
789
$1.32K ﹤0.01%
+16
790
$1.28K ﹤0.01%
35
791
$1.27K ﹤0.01%
16
792
$1.26K ﹤0.01%
38
-52
793
$1.22K ﹤0.01%
32
-115
794
$1.21K ﹤0.01%
25
795
$1.2K ﹤0.01%
63
796
$1.18K ﹤0.01%
28
797
$1.02K ﹤0.01%
50
798
$963 ﹤0.01%
95
799
$952 ﹤0.01%
8
800
$937 ﹤0.01%
16
-24
30 31
32
33 34