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
826
$483 ﹤0.01%
3
827
$463 ﹤0.01%
7
-19
828
$426 ﹤0.01%
18
-61
829
$399 ﹤0.01%
17
-46
830
$397 ﹤0.01%
3
-10
831
$325 ﹤0.01%
4
-220
832
$316 ﹤0.01%
8
833
$313 ﹤0.01%
5
834
$310 ﹤0.01%
4
-125
835
$310 ﹤0.01%
4
-24
836
$305 ﹤0.01%
4
-26
837
$301 ﹤0.01%
2
838
$298 ﹤0.01%
7
839
$283 ﹤0.01%
11
840
$271 ﹤0.01%
2
-12
841
$256 ﹤0.01%
14
-79
842
$248 ﹤0.01%
23
843
$240 ﹤0.01%
8
844
$205 ﹤0.01%
35
845
$194 ﹤0.01%
20
846
$178 ﹤0.01%
35
847
$176 ﹤0.01%
13
848
$132 ﹤0.01%
6
849
$115 ﹤0.01%
4
850
$115 ﹤0.01%
1
-38
32 33
34
35 36