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
101
$346K 0.06%
3,472
-1,481
102
$343K 0.06%
2,306
+118
103
$340K 0.06%
991
-79
104
$336K 0.06%
3,239
-545
105
$333K 0.06%
+14,550
106
$330K 0.06%
10,148
+33
107
$316K 0.05%
5,826
-532
108
$310K 0.05%
+6,641
109
$308K 0.05%
3,046
-235
110
$303K 0.05%
1,426
-661
111
$300K 0.05%
23,842
-185
112
$283K 0.05%
23,713
113
$271K 0.05%
3,000
114
$269K 0.05%
7,072
+7
115
$262K 0.05%
1,238
-92
116
$249K 0.04%
890
-162
117
$242K 0.04%
+6,188
118
$236K 0.04%
2,442
-115
119
$236K 0.04%
18,913
-400
120
$227K 0.04%
3,106
-114
121
$226K 0.04%
4,227
-328
122
$213K 0.04%
6,175
+9
123
$212K 0.04%
1,348
-15
124
$209K 0.04%
2,092
-102
125
$208K 0.04%
1,590
-7
3 4
5
6 7