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
$583M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$8.07M
3
+$1.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M
5
HD icon
Home Depot
HD
+$1.17M

Top Sells

1
+$12.3M
2
+$7.18M
3
+$2.16M
4
ET icon
Energy Transfer Partners
ET
+$1.57M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.22M

Sector Composition

1 Financials 6.17%
2 Technology 5.16%
3 Energy 2.23%
4 Healthcare 1.44%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$76.9K 0.01%
10,000
202
$76.8K 0.01%
945
203
$76.2K 0.01%
1,000
204
$75.5K 0.01%
316
-4
205
$75.4K 0.01%
829
+139
206
$75.4K 0.01%
900
-9
207
$72.8K 0.01%
3,700
208
$72.7K 0.01%
1,344
209
$72K 0.01%
1,150
-701
210
$69K 0.01%
750
211
$66.4K 0.01%
+1,135
212
$65.7K 0.01%
1,220
-120
213
$63.7K 0.01%
512
-2
214
$63.7K 0.01%
628
+327
215
$63.2K 0.01%
2,099
-118
216
$61.9K 0.01%
437
+381
217
$61.6K 0.01%
1,160
+10
218
$61.2K 0.01%
270
219
$59.5K 0.01%
1,129
+805
220
$59.1K 0.01%
850
-18
221
$59.1K 0.01%
358
-235
222
$58.6K 0.01%
1,172
223
$56.3K 0.01%
634
224
$55.4K 0.01%
2,224
-109
225
$55.4K 0.01%
641
7 8
9
10 11