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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
69
15
34
5
5
3
41
19
62
LEE FINANCIAL CO

Time Period2018-12-31

Total Holdings457

Total Value ($x1000)373,156
Activities
New32

Increased56

Unchanged281

Decreased88

Sold Out49

Top 10 Stock Holdingstotal 57.81%
IJH14.39

STIP8.07

ISTB6.32

IVV5.38

IEV5.15

 
IJR5.13

AGG4.83

IEMG3.13

EZU2.71

SCHM2.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
14.39%
CORE S&P MCP ETF
STIP
8.07%
0-5 YR TIPS ETF
ISTB
6.32%
CORE STRM USBD
IVV
5.38%
CORE S&P500 ETF
IEV
5.15%
EUROPE ETF
IJR
5.13%
CORE S&P SCP ETF
AGG
4.83%
CORE TOTUSBD ETF
IEMG
3.13%
CORE MSCI EMKT
EZU
2.71%
EMU ETF
SCHM
2.7%
US MID-CAP ETF
AMJ
2.43%
ALERIAN ML ETN
DVY
2.19%
SELECT DIVID ETF
IFSM
1.9%
DEVSMCP EXNA ETF
SCHA
1.84%
US SML CAP ETF
SCHX
1.75%
US LRG CAP ETF
NTG
1.49%
COM
EMB
1.44%
JP MOR EM MK ETF
SCHE
1.3%
EMRG MKTEQ ETF
SCHP
1.27%
US TIPS ETF
XLE
1.17%
SBI INT-ENERGY
IEFA
1.16%
CORE MSCI EAFE
SCHZ
1.05%
US AGGREGATE B
AAPL
0.86%
COM
KRP
0.72%
UNIT
SCHF
0.67%
INTL EQTY ETF
IVW
0.67%
S&P 500 GRWT ETF
BSM
0.63%
PRN
ACWI
0.53%
MSCI ACWI ETF
MSFT
0.5%
COM
IBDS
0.47%
IBONDS ETF
NEE
0.43%
COM
ABBV
0.4%
COM
AMGN
0.39%
COM
MRK
0.39%
COM
CSCO
0.39%
COM
SIX
0.37%
COM
UNH
0.37%
COM
BRK.B
0.36%
CL B NEW
KAR
0.36%
COM
RWR
0.36%
DJ REIT ETF
AVGO
0.36%
COM
AMT
0.35%
COM
XOM
0.33%
COM
LMT
0.33%
COM
CME
0.32%
COM
PAYX
0.31%
COM
CVA
0.3%
COM
CIU
0.29%
INTERM CR BD ETF
ECL
0.29%
COM
LIN
0.28%
COM
ORI
0.28%
COM
KMI
0.27%
COM
CONE
0.27%
COM
QSR
0.26%
COM
BP
0.26%
SPONSORED ADR
WSO
0.25%
COM
PM
0.25%
COM
NEP
0.25%
COM UNIT PART IN
STAG
0.23%
COM
EPD
0.22%
COM
PACW
0.21%
COM
OKE
0.2%
COM
MCHP
0.19%
COM
VNOM
0.19%
COM UNT RP INT
IBML
0.17%
IBONDS DEC2023
FHB
0.17%
COM
IBDP
0.17%
IBND DEC24 ETF
IBDR
0.17%
IBONDS DEC2026
IBDQ
0.17%
IBND DEC25 ETF
DRI
0.16%
COM
MO
0.16%
COM
SUN
0.16%
COM U REP LP
ETE
0.16%
COM UT LTD PTN
DMLP
0.15%
COM UNIT
MA
0.15%
CL A
NEM
0.15%
COM
RQI
0.15%
COM
ITM
0.13%
AMT FREE INT ETF
T
0.11%
COM
VBTX
0.11%
COM
MIC
0.11%
MEMBERSHIP INT
GEL
0.1%
UNIT LTD PARTN
SHV
0.1%
SHRT TRS BD ETF
SHY
0.1%
1-3 YR TR BD ETF
IWF
0.09%
RUS 1000 GRW ETF
VTI
0.09%
TOTAL STK MKT
FGEN
0.09%
COM
IWD
0.09%
RUS 1000 VAL ETF
FB
0.09%
CL A
BAC/PL
0.08%
7.25%CNV PFD L
LUV
0.08%
COM
BRK.A
0.08%
CL A
ORCL
0.08%
COM
AGNC
0.08%
COM
FLOT
0.08%
FLTG RATE BD ETF
BPL
0.08%
UNIT LTD PARTN
GLD
0.08%
GOLD SHS
HEP
0.08%
COM UT LTD PTN
APC
0.08%
COM
HCA
0.07%
COM
VZ
0.07%
COM
IBMK
0.07%
IBONDS DEC 22
IBMJ
0.07%
IBONDS DEC 21
SHYG
0.07%
0-5YR HI YL CP
STZ
0.07%
CL A
EFA
0.07%
MSCI EAFE ETF
VCSH
0.07%
SHRT TRM CORP BD
SPY
0.06%
TR UNIT
AMZN
0.06%
COM
LEN
0.06%
CL A
WLL
0.06%
COM NEW
TCP
0.06%
UT COM LTD PRT
HD
0.05%
COM
KYN
0.05%
COM
GLW
0.05%
COM
CXO
0.05%
COM
SBPH
0.05%
COM
WMT
0.05%
COM
V
0.05%
COM CL A
VB
0.05%
SMALL CP ETF
ENLK
0.05%
COM UNIT REP LTD
BA
0.05%
COM
TXN
0.05%
COM
AGLE
0.05%
COM
GOOGL
0.04%
CAP STK CL A
ABT
0.04%
COM
PAA
0.04%
UNIT LTD PARTN
MUAH
0.04%
19 AMT-FREE MN
IBMI
0.04%
IBONDS SEP2020
LVS
0.04%
COM
CVX
0.04%
COM
SCHH
0.04%
US REIT ETF
GOOG
0.04%
CAP STK CL C
CSX
0.04%
COM
DVYA
0.04%
ASIA/PAC DIV ETF
PFO
0.04%
COM
AMID
0.04%
COM UNITS
IEP
0.03%
DEPOSITARY UNIT
SM
0.03%
COM
AETI
0.03%
COM
MPC
0.03%
COM
WFC
0.03%
COM
COST
0.03%
COM
NFLX
0.03%
COM
BAC
0.03%
COM
IFF
0.03%
COM
KR
0.03%
COM
SBR
0.02%
UNIT BEN INT
BX
0.02%
COM UNIT LTD
JNJ
0.02%
COM
RETA
0.02%
CL A
LLY
0.02%
COM
VOO
0.02%
SHS
PFE
0.02%
COM
VOD
0.02%
SPNSR ADR NO PAR
QQQ
0.02%
UNIT SER 1
TPL
0.02%
SUB CTF PROP I T
HAL
0.02%
COM
SIBN
0.02%
COM
HOLI
0.02%
SHS
ATEC
0.02%
COM NEW
GIS
0.02%
COM
DIS
0.02%
COM DISNEY
CHKP
0.02%
ORD
PEP
0.02%
COM
CAPL
0.02%
UT LTD PTN INT
APA
0.02%
COM
EXP
0.02%
COM
MCD
0.02%
COM
GLNG
0.02%
SHS
DSW
0.02%
CL A
DEO
0.02%
SPON ADR NEW
INTC
0.02%
COM
AEP
0.02%
COM
VO
0.01%
MID CAP ETF
DUK
0.01%
COM NEW
RF
0.01%
COM
TTI
0.01%
COM
CL
0.01%
COM
NVS
0.01%
SPONSORED ADR
KO
0.01%
COM
CLX
0.01%
COM
IRBT
0.01%
COM
OXY
0.01%
COM
COP
0.01%
COM
PH
0.01%
COM
IEUR
0.01%
CORE MSCI EURO
VBR
0.01%
SM CP VAL ETF
CMP
0.01%
COM
KMB
0.01%
COM
FELP
0.01%
COM UNT RP INT
DJP
0.01%
DJUBS CMDT ETN36
RDS/A
0.01%
SPONS ADR A
PG
0.01%
COM
AEE
0.01%
COM
ETR
0.01%
COM
OKTA
0.01%
CL A
GILD
0.01%
COM
MMP
0.01%
COM UNIT RP LP
FEI
0.01%
COM
HON
0.01%
COM
AFIN
0.01%
COM CLASS A
CVS
0.01%
COM
NXPI
0.01%
COM
CHD
0.01%
COM
FNDB
0.01%
SCHWAB FDT US BM
RH
0.01%
COM
CLR
0.01%
COM
SIRI
0.01%
COM
SBSI
0.01%
COM
FOR
0.01%
COM
BOX
0.01%
CL A
FAST
0.01%
COM
CXP
0.01%
COM NEW
HYG
0.01%
IBOXX HI YD ETF
TBT
0.01%
PSHS ULTSH 20YRS
PB
0.01%
COM
CAT
0.01%
COM
AMAT
0.01%
COM
TRV
0.01%
COM
MKTX
0.01%
COM
TRN
0.01%
COM
LOW
0.01%
COM
EFAV
0.01%
EAFE MIN VOL ETF
NFX
0.01%
COM
HRC
0.01%
COM
ITEQ
0.01%
BLUESTAR TA BIG
C
0.01%
COM NEW
DWDP
< 0.01%
COM
RPM
< 0.01%
COM
CHRW
< 0.01%
COM NEW
ZBRA
< 0.01%
CL A
CMCSA
< 0.01%
CL A
MPLX
< 0.01%
COM UNIT REP LTD
VXUS
< 0.01%
VG TL INTL STK F
GSK
< 0.01%
SPONSORED ADR
PSX
< 0.01%
COM
ENB
< 0.01%
COM
BURL
< 0.01%
COM
EXPO
< 0.01%
COM
UTX
< 0.01%
COM
RSXJ
< 0.01%
RUSSIA SMALL CAP
IT
< 0.01%
COM
IWM
< 0.01%
RUSSELL 2000 ETF
WST
< 0.01%
COM
ROLL
< 0.01%
COM
BAH
< 0.01%
CL A
DORM
< 0.01%
COM
FIVE
< 0.01%
COM
YUM
< 0.01%
COM
ICUI
< 0.01%
COM
EW
< 0.01%
COM
GLP
< 0.01%
COM UNITS
BMO
< 0.01%
COM
ITW
< 0.01%
COM
ACC
< 0.01%
COM
ATHN
< 0.01%
COM
JPM
< 0.01%
COM
TTC
< 0.01%
COM
CDW
< 0.01%
COM
APU
< 0.01%
UNIT L P INT
GD
< 0.01%
COM
IBM
< 0.01%
COM
SUI
< 0.01%
COM
KWR
< 0.01%
COM
STE
< 0.01%
SHS USD
ENLC
< 0.01%
COM UNIT REP LTD
CNC
< 0.01%
COM
EQL
< 0.01%
EQUAL SEC ETF
IP
< 0.01%
COM
NTAP
< 0.01%
COM
WAL
< 0.01%
COM
PINC
< 0.01%
CL A
D
< 0.01%
COM
PENN
< 0.01%
COM
EQAL
< 0.01%
RUSEL 1000 EQL
WM
< 0.01%
COM
MTDR
< 0.01%
COM
TYL
< 0.01%
COM
CGNX
< 0.01%
COM
SSNC
< 0.01%
COM
TXRH
< 0.01%
COM
VMW
< 0.01%
CL A COM
PNFP
< 0.01%
COM
OGS
< 0.01%
COM
PVL
< 0.01%
TR UNIT
SO
< 0.01%
COM
NDSN
< 0.01%
COM
ACA
< 0.01%
COM
SBNY
< 0.01%
COM
WAB
< 0.01%
COM
ULTI
< 0.01%
COM
DOC
< 0.01%
COM
BMY
< 0.01%
COM
BERY
< 0.01%
COM
WMB
< 0.01%
COM
TGT
< 0.01%
COM
RBA
< 0.01%
COM
CTLT
< 0.01%
COM
CRI
< 0.01%
COM
SLAB
< 0.01%
COM
POR
< 0.01%
COM NEW
GGG
< 0.01%
COM
NVDA
< 0.01%
COM
OGE
< 0.01%
COM
XEC
< 0.01%
COM
HXL
< 0.01%
COM
MXIM
< 0.01%
COM
BJRI
< 0.01%
COM
PSMT
< 0.01%
COM
SYY
< 0.01%
COM
JRVR
< 0.01%
COM
LECO
< 0.01%
COM
WBS
< 0.01%
COM
SON
< 0.01%
COM
INN
< 0.01%
COM
MAA
< 0.01%
COM
SU
< 0.01%
COM
GDI
< 0.01%
COM
CVCO
< 0.01%
COM
AVY
< 0.01%
COM
NOC
< 0.01%
COM
TCBI
< 0.01%
COM
HPQ
< 0.01%
COM
GBCI
< 0.01%
COM
DEA
< 0.01%
COM
COR
< 0.01%
COM
AOR
< 0.01%
GRWT ALLOCAT ETF
TJX
< 0.01%
COM
LEA
< 0.01%
COM NEW
VLO
< 0.01%
COM
EA
< 0.01%
COM
KHC
< 0.01%
COM
WBA
< 0.01%
COM
BIO
< 0.01%
CL A
DNR
< 0.01%
COM NEW
JEF
< 0.01%
COM
TSLA
< 0.01%
COM
ANSS
< 0.01%
COM
PII
< 0.01%
COM
PLD
< 0.01%
COM
PRA
< 0.01%
COM
RPD
< 0.01%
COM
NBIX
< 0.01%
COM
POOL
< 0.01%
COM
CFG
< 0.01%
COM
STI
< 0.01%
COM
RYH
< 0.01%
S&P500 EQL HLT
POWI
< 0.01%
COM
EPAM
< 0.01%
COM
MIDD
< 0.01%
COM
SWK
< 0.01%
COM
DAL
< 0.01%
COM NEW
SNDR
< 0.01%
CL B
RVP
< 0.01%
COM
GS
< 0.01%
COM
TTD
< 0.01%
CL A
PE
< 0.01%
CL A
LAD
< 0.01%
CL A
ATR
< 0.01%
COM
CPE
< 0.01%
COM
SSO
< 0.01%
PSHS ULT S&P 500
BLKB
< 0.01%
COM
JAZZ
< 0.01%
SHS USD
HBAN
< 0.01%
COM
ACB
< 0.01%
COM
ANET
< 0.01%
COM
LNC
< 0.01%
COM
CRK
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
PANW
< 0.01%
COM
RGR
< 0.01%
COM
CHL
< 0.01%
SPONSORED ADR
EOI
< 0.01%
COM
ETG
< 0.01%
COM
EXG
< 0.01%
COM
ACHC
< 0.01%
COM
CSQ
< 0.01%
COM SH BEN INT
PAYC
< 0.01%
COM
FLC
< 0.01%
COM
BTZ
< 0.01%
COM
GDV
< 0.01%
COM
MIK
< 0.01%
COM
UNG
< 0.01%
UNIT PAR
WAGE
< 0.01%
COM
TWLO
< 0.01%
CL A
AR
< 0.01%
COM
RCD
< 0.01%
S&P500 EQL DIS
VTR
< 0.01%
COM
VIS
< 0.01%
INDUSTRIAL ETF
PFF
< 0.01%
U.S. PFD STK ETF
LW
< 0.01%
COM
ACWF
< 0.01%
FCTSL MSCI GLB
APAM
< 0.01%
CL A
AMRX
< 0.01%
CL A
TD
< 0.01%
COM NEW
HUM
< 0.01%
COM
MET
< 0.01%
COM
BKEP
< 0.01%
COM UNIT
TCS
< 0.01%
COM
LEN/B
< 0.01%
CL B
CBS
< 0.01%
CL B
ROL
< 0.01%
COM
COF
< 0.01%
COM
MMLP
< 0.01%
UNIT L P INT
IR
< 0.01%
SHS
CEQP
< 0.01%
UNIT LTD PARTNER
TQQQ
< 0.01%
ULTRAPRO QQQ
NHTC
< 0.01%
COM PAR $.001
PXJ
< 0.01%
DYNMC OIL GAS
DRQ
< 0.01%
COM
JE
< 0.01%
COM
CGC
< 0.01%
COM
NTLA
< 0.01%
COM
EDIT
< 0.01%
COM
CRSP
< 0.01%
NAMEN AKT
SPN
< 0.01%
COM
RYT
< 0.01%
S&P500 EQL TEC
LGCY
< 0.01%
COM
BCEI
< 0.01%
COM NEW
RHS
< 0.01%
S&P500 EQL STP
AMBC
< 0.01%
COM NEW
WSM
< 0.01%
COM
GMED
< 0.01%
CL A
GE
< 0.01%
COM
FTEC
< 0.01%
MSCI INFO TECH I
SPH
< 0.01%
UNIT LTD PARTN
CHTR
< 0.01%
CL A
PRTHW
< 0.01%
*W EXP 09/12/202
CIEN
< 0.01%
COM NEW
SHPG
< 0.01%
SPONSORED ADR
PBA
< 0.01%
COM
AGI
< 0.01%
COM CL A
NRT
< 0.01%
SH BEN INT
DLPH
< 0.01%
SHS
MU
< 0.01%
COM
NAT
< 0.01%
COM
SDRL
< 0.01%
COM
PETS
< 0.01%
COM
CHK
< 0.01%
COM
AKS
< 0.01%
COM
CASI
< 0.01%
COM
YUMC
< 0.01%
COM
MGA
< 0.01%
COM
ARW
< 0.01%
COM
USO
< 0.01%
UNITS
UAA
< 0.01%
CL A
TTNP
< 0.01%
COM NEW
TER
< 0.01%
COM
KMF
< 0.01%
COM
WSTL
< 0.01%
CL A NEW
SNMP
< 0.01%
COM UNIT REPSTG
SJT
< 0.01%
UNIT BEN INT
LITE
< 0.01%
COM
CRC
< 0.01%
COM NEW
DEM
< 0.01%
EMERG MKTS ETF
VIAV
< 0.01%
COM
PX
0.28%
COM
LEG
0.22%
COM
HAS
0.12%
COM
ITM
0.12%
AMT FREE INT ETF
IBDH
0.06%
DEC 18 CP TERM
HFC
0.06%
COM
VXF
0.04%
EXTEND MKT ETF
ETP
0.04%
UNIT LTD PRT INT
SLCA
0.03%
COM
UQM
0.01%
COM
PBE
0.01%
DYNMC BIOTECH
CMG
0.01%
COM
VFC
0.01%
COM
VER
0.01%
COM
PPG
0.01%
COM
SLB
0.01%
COM
GPC
0.01%
COM
EEM
0.01%
MSCI EMG MKT ETF
EOG
0.01%
COM
ADI
< 0.01%
COM
SYMC
< 0.01%
COM
TU
< 0.01%
COM
IAU
< 0.01%
ISHARES
AET
< 0.01%
COM
EXXI
< 0.01%
COM
VGK
< 0.01%
FTSE EUROPE ETF
SWIR
< 0.01%
COM
ALKS
< 0.01%
SHS
BUD
< 0.01%
SPONSORED ADR
IGF
< 0.01%
GLB INFRASTR ETF
BEL
< 0.01%
CL A
A
< 0.01%
COM
BKU
< 0.01%
COM
NUE
< 0.01%
COM
JBL
< 0.01%
COM
DVMT
< 0.01%
COM CL V
EME
< 0.01%
COM
ALB
< 0.01%
COM
CAG
< 0.01%
COM
HES
< 0.01%
COM
EMR
< 0.01%
COM
ITCI
< 0.01%
COM
ADP
< 0.01%
COM
IVTY
< 0.01%
COM NEW
AZN
< 0.01%
SPONSORED ADR
SPXU
< 0.01%
ULTRAPRO SHORT S
SQQQ
< 0.01%
ULTRAPRO SHORT Q
FXN
< 0.01%
ENERGY ALPHADX
EEQ
< 0.01%
SHS UNITS LLI