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
126
$250K 0.04%
6,821
127
$249K 0.04%
6,341
128
$245K 0.04%
1,079
+1,000
129
$243K 0.04%
+6,028
130
$242K 0.04%
2,416
131
$242K 0.04%
816
+8
132
$242K 0.04%
1,075
+12
133
$241K 0.04%
+1,200
134
$236K 0.04%
17,374
-170
135
$230K 0.04%
4,473
+3,866
136
$212K 0.04%
782
137
$201K 0.04%
11,386
138
$194K 0.03%
2,525
-38
139
$194K 0.03%
782
+44
140
$191K 0.03%
5,685
+4,449
141
$183K 0.03%
3,016
+202
142
$178K 0.03%
1,969
-156
143
$176K 0.03%
1,033
-315
144
$174K 0.03%
6,414
+4,869
145
$171K 0.03%
3,175
+2,450
146
$171K 0.03%
2,478
-136
147
$165K 0.03%
1,434
+5
148
$164K 0.03%
7,540
-922
149
$164K 0.03%
361
-10
150
$156K 0.03%
788
+19
4 5
6
7 8