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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1 +$5.19M
2 +$2.79M
3 +$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$89.7K 0.02%
711
202
$88.2K 0.02%
2,000
203
$87.9K 0.02%
2,515
-39
204
$87.6K 0.01%
593
+43
205
$85.6K 0.01%
294
206
$85.4K 0.01%
1,661
207
$84.6K 0.01%
1,248
208
$83.7K 0.01%
1,652
+1
209
$83.5K 0.01%
945
210
$82.1K 0.01%
653
+23
211
$81.5K 0.01%
618
212
$80.2K 0.01%
450
213
$78.6K 0.01%
750
214
$78.6K 0.01%
579
215
$77.5K 0.01%
320
216
$76.4K 0.01%
2,393
+20
217
$75.4K 0.01%
1,340
218
$75.2K 0.01%
+1,000
219
$73.7K 0.01%
1,400
220
$71.2K 0.01%
10,000
221
$68.7K 0.01%
2,217
-199
222
$68.4K 0.01%
3,000
223
$66.9K 0.01%
674
+143
224
$66.1K 0.01%
801
225
$65.5K 0.01%
690