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
$537M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$3.23M
3
+$881K
4
MRK icon
Merck
MRK
+$845K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$545K

Top Sells

1
+$4.44M
2
+$4.37M
3
+$3.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.42M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.07M

Sector Composition

1 Financials 7.66%
2 Technology 5.53%
3 Energy 2.51%
4 Healthcare 1.83%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$77.9K 0.01%
1,543
+14
177
$76.2K 0.01%
825
+2
178
$75.8K 0.01%
813
-44
179
$75.4K 0.01%
1,344
180
$74.7K 0.01%
957
181
$74.4K 0.01%
2,442
+22
182
$73.7K 0.01%
2,273
+205
183
$73.3K 0.01%
1,170
+10
184
$73K 0.01%
1,368
-2
185
$72.2K 0.01%
316
186
$70.3K 0.01%
512
187
$69.9K 0.01%
2,749
188
$69.2K 0.01%
623
+400
189
$68.1K 0.01%
1,448
-250
190
$68K 0.01%
10,000
191
$67.9K 0.01%
565
+66
192
$67.1K 0.01%
450
193
$66K 0.01%
945
194
$63.8K 0.01%
145
195
$63.2K 0.01%
+20,000
196
$63.1K 0.01%
1,558
197
$62.7K 0.01%
495
198
$61.2K 0.01%
162
+25
199
$60.5K 0.01%
270
200
$59.3K 0.01%
1,129
6 7
8
9 10