LF
Lee Financial Portfolio holdings
AUM
$797M
1-Year Est. Return
16.77%
1 Year Est. Return
+16.77%
AUM
$570M
AUM Growth
+$33.2M
(+6.2%)
Holding
946
Top Buys
| 1 | +$3.69M | |
| 2 | +$2.53M | |
| 3 | +$1.71M | |
| 4 |
Morgan Stanley
MS
|
+$1.02M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$996K |
Top Sells
| 1 | +$12.7M | |
| 2 | +$2.83M | |
| 3 | +$2.33M | |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$2.13M |
| 5 |
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% |