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
76
$780K 0.14%
11,395
+11,378
77
$754K 0.13%
4,777
-1,633
78
$731K 0.13%
14,760
-410
79
$725K 0.13%
28,900
80
$719K 0.13%
6,822
-9
81
$705K 0.12%
5,001
+59
82
$677K 0.12%
21,273
83
$665K 0.12%
16,060
84
$644K 0.11%
12,228
+246
85
$593K 0.1%
42,999
+3,417
86
$582K 0.1%
28,098
-9,818
87
$582K 0.1%
2,721
+10
88
$554K 0.1%
1,826
89
$548K 0.1%
5,055
+5,000
90
$536K 0.09%
10,899
+129
91
$530K 0.09%
5,340
+2,917
92
$528K 0.09%
4,793
+1,827
93
$517K 0.09%
5,426
-78
94
$500K 0.09%
1,413
+87
95
$494K 0.09%
10,500
96
$485K 0.09%
1,111
+1
97
$473K 0.08%
1,003
+983
98
$467K 0.08%
+5,288
99
$465K 0.08%
19,430
100
$462K 0.08%
19,330
2 3
4
5 6