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
151
$132K 0.02%
644
+590
152
$129K 0.02%
452
-6
153
$128K 0.02%
4,774
-1,020
154
$127K 0.02%
527
+63
155
$127K 0.02%
2,425
+934
156
$125K 0.02%
687
-20
157
$120K 0.02%
980
-257
158
$112K 0.02%
1,427
-5
159
$111K 0.02%
7,050
-15,300
160
$108K 0.02%
1,865
-37
161
$108K 0.02%
772
162
$107K 0.02%
6,504
+211
163
$106K 0.02%
2,165
164
$103K 0.02%
539
-7
165
$102K 0.02%
562
+112
166
$102K 0.02%
6,684
-3,733
167
$102K 0.02%
4,220
168
$101K 0.02%
3,366
-29
169
$100K 0.02%
242
-5
170
$99.1K 0.02%
470
+1
171
$98.8K 0.02%
294
172
$96K 0.02%
2,780
-2,640
173
$96K 0.02%
2,000
174
$95.8K 0.02%
618
175
$93.5K 0.02%
1,400
5 6
7
8 9