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
76
$640K 0.11%
6,890
+95
77
$634K 0.11%
11,883
-4,867
78
$616K 0.11%
1,638
-345
79
$586K 0.1%
5,675
-1,168
80
$568K 0.1%
10,408
-385
81
$558K 0.1%
1,123
-271
82
$511K 0.09%
10,151
-4,780
83
$504K 0.09%
4,842
-998
84
$494K 0.08%
39,582
-125,624
85
$490K 0.08%
33,162
-5,150
86
$488K 0.08%
10,500
87
$481K 0.08%
9,608
-3,512
88
$461K 0.08%
5,197
-311
89
$459K 0.08%
9,737
-13,700
90
$446K 0.08%
1,826
+44
91
$444K 0.08%
2,862
+67
92
$422K 0.07%
2,588
+151
93
$414K 0.07%
14,910
-1,440
94
$401K 0.07%
2,612
-4
95
$394K 0.07%
7,688
96
$390K 0.07%
1,730
-377
97
$375K 0.06%
1,835
-208
98
$370K 0.06%
1,640
+39
99
$356K 0.06%
15,198
-9,024
100
$351K 0.06%
19,230
+330
2 3
4
5 6