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
201
$72.2K 0.01%
506
+453
202
$69.8K 0.01%
945
203
$68.6K 0.01%
504
-8
204
$68.6K 0.01%
3,670
+571
205
$68.5K 0.01%
977
+127
206
$68.1K 0.01%
270
207
$67.9K 0.01%
145
208
$67.3K 0.01%
1,129
209
$65.5K 0.01%
450
210
$63K 0.01%
778
+28
211
$62.9K 0.01%
634
212
$62.8K 0.01%
519
+24
213
$62.8K 0.01%
833
+195
214
$61.5K 0.01%
501
+36
215
$59.7K 0.01%
68
+6
216
$58.3K 0.01%
1,170
+986
217
$57.6K 0.01%
239
218
$56.3K 0.01%
1,558
219
$56.3K 0.01%
+2,400
220
$56.2K 0.01%
850
+82
221
$56.2K 0.01%
300
-63
222
$55.6K 0.01%
2,157
223
$55.5K 0.01%
318
224
$55.5K 0.01%
539
225
$55.2K 0.01%
669
7 8
9
10 11