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
151
$154K 0.03%
953
-27
152
$151K 0.03%
1,606
+49
153
$145K 0.03%
305
154
$144K 0.03%
689
155
$143K 0.03%
477
+8
156
$141K 0.02%
305
157
$140K 0.02%
4,422
+2,939
158
$134K 0.02%
6,904
-1,845
159
$134K 0.02%
852
+7
160
$131K 0.02%
1,183
161
$123K 0.02%
4,261
+59
162
$119K 0.02%
512
+95
163
$118K 0.02%
6,036
-300
164
$118K 0.02%
687
-24
165
$117K 0.02%
3,366
-150
166
$116K 0.02%
301
+38
167
$116K 0.02%
2,000
168
$114K 0.02%
4,378
-106
169
$113K 0.02%
7,050
170
$112K 0.02%
2,553
+82
171
$111K 0.02%
1,700
172
$109K 0.02%
711
173
$108K 0.02%
+2,500
174
$107K 0.02%
+500
175
$106K 0.02%
1,253
5 6
7
8 9