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
176
$101K 0.02%
6,684
177
$100K 0.02%
772
178
$99.6K 0.02%
1,942
+42
179
$97.1K 0.02%
242
180
$96.9K 0.02%
199
+37
181
$96.4K 0.02%
1,610
-93
182
$93.7K 0.02%
1,391
183
$92K 0.02%
4,503
184
$91.8K 0.02%
1,170
185
$90.1K 0.02%
623
186
$89.4K 0.02%
2,371
+98
187
$86.9K 0.02%
1,336
188
$86.3K 0.02%
957
189
$86.1K 0.02%
1,344
190
$85.8K 0.02%
1,596
+53
191
$83.9K 0.01%
541
+505
192
$80.4K 0.01%
2,749
193
$78.8K 0.01%
592
+27
194
$78.3K 0.01%
10,000
195
$77.9K 0.01%
547
+92
196
$77.8K 0.01%
2,556
+114
197
$77.7K 0.01%
3,700
198
$75.7K 0.01%
316
199
$75.3K 0.01%
1,499
200
$73.6K 0.01%
807
-18
6 7
8
9 10