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
801
$909 ﹤0.01%
30
-7
802
$879 ﹤0.01%
150
803
$867 ﹤0.01%
68
804
$866 ﹤0.01%
63
-51
805
$827 ﹤0.01%
25
806
$825 ﹤0.01%
9
807
$800 ﹤0.01%
8
-13
808
$766 ﹤0.01%
3
809
$725 ﹤0.01%
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-16
810
$720 ﹤0.01%
300
811
$720 ﹤0.01%
4
812
$701 ﹤0.01%
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813
$700 ﹤0.01%
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814
$687 ﹤0.01%
24
815
$682 ﹤0.01%
16
-114
816
$661 ﹤0.01%
10
-27
817
$631 ﹤0.01%
20
818
$622 ﹤0.01%
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819
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820
$592 ﹤0.01%
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-30
821
$580 ﹤0.01%
4
-18
822
$577 ﹤0.01%
+4
823
$518 ﹤0.01%
2
-6
824
$494 ﹤0.01%
50
825
$488 ﹤0.01%
100
31 32
33
34 35