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
101
$458K 0.08%
18,500
102
$456K 0.08%
3,263
+64
103
$447K 0.08%
19,230
104
$434K 0.08%
8,602
-1,349
105
$387K 0.07%
1,600
106
$372K 0.07%
2,496
-108
107
$362K 0.06%
2,311
+19
108
$349K 0.06%
7,333
109
$336K 0.06%
14,550
110
$335K 0.06%
2,284
+130
111
$330K 0.06%
6,338
-1,350
112
$303K 0.05%
24,836
+854
113
$302K 0.05%
24,643
+930
114
$299K 0.05%
10,285
+150
115
$289K 0.05%
1,109
-112
116
$287K 0.05%
18,913
117
$270K 0.05%
5,113
+110
118
$270K 0.05%
3,106
119
$269K 0.05%
1,642
+32
120
$261K 0.05%
5,700
+650
121
$259K 0.05%
2,600
-12
122
$257K 0.05%
7,382
+366
123
$257K 0.05%
1,600
+1,585
124
$253K 0.04%
1,936
-142
125
$253K 0.04%
6,188
3 4
5
6 7