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
201
$57.9K 0.01%
634
+17
202
$56.7K 0.01%
465
203
$55.4K 0.01%
634
204
$55K 0.01%
850
205
$54.2K 0.01%
363
+5
206
$54K 0.01%
3,099
207
$53.9K 0.01%
300
208
$53.8K 0.01%
447
-253
209
$53.3K 0.01%
1,499
210
$52.3K 0.01%
1,237
+62
211
$52.2K 0.01%
2,638
-2,039
212
$51.5K 0.01%
685
213
$51.3K 0.01%
669
214
$51.3K 0.01%
2,157
215
$51.1K 0.01%
750
216
$51K 0.01%
62
217
$51K 0.01%
239
+200
218
$50.3K 0.01%
455
-31
219
$50.2K 0.01%
539
220
$50.1K 0.01%
+650
221
$49.9K 0.01%
318
222
$48.9K 0.01%
1,294
223
$48.3K 0.01%
768
224
$48.3K 0.01%
3,010
-3,000
225
$47.3K 0.01%
272
+200
7 8
9
10 11