LF
Lee Financial Portfolio holdings
AUM
$709M
1-Year Est. Return
18.05%
This Fund
S&P 500
1 Year Est. Return
+18.05%
AUM
$709M
AUM Growth
-$32.4M
(-4.4%)
Holding
155
Top Sells
| 1 | +$7.28M | |
| 2 | +$4.27M | |
| 3 | +$3.98M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.41M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.35M |
Sector Composition
| 1 | Financials | 6.86% |
| 2 | Technology | 5.57% |
| 3 | Energy | 2.43% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Healthcare | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Chipotle Mexican Grill
CMG
$36.9B
| – | – |
-5,700
|
|
||
152
Merck
MRK
$283B
| – | – |
-10,636
|
|
||
153
Palantir
PLTR
$341B
| – | – |
-1,701
|
|
||
154
iShares 0-5 Year TIPS Bond ETF
STIP
$15.4B
| – | – |
-2,639
|
|
||
155
UnitedHealth
UNH
$342B
| – | – |
-2,876
|
|