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
126
$206K 0.04%
782
-43
127
$203K 0.03%
11,581
-783
128
$194K 0.03%
2,210
+858
129
$191K 0.03%
4,670
-431
130
$189K 0.03%
1,763
-74
131
$186K 0.03%
6,223
-402
132
$186K 0.03%
8,392
-1,100
133
$184K 0.03%
17,544
134
$181K 0.03%
2,364
135
$180K 0.03%
381
-133
136
$173K 0.03%
5,050
137
$172K 0.03%
303
-3
138
$171K 0.03%
865
+87
139
$168K 0.03%
866
+35
140
$158K 0.03%
3,505
-1,350
141
$155K 0.03%
378
142
$147K 0.03%
1,618
143
$146K 0.03%
+2,438
144
$146K 0.03%
813
145
$145K 0.02%
1,700
-9
146
$144K 0.02%
3,461
-807
147
$137K 0.02%
923
148
$136K 0.02%
3,509
-562
149
$133K 0.02%
3,767
+1,374
150
$132K 0.02%
1,900
-41
4 5
6
7 8