LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.75M
3
+$1.81M
4
DVY icon
iShares Select Dividend ETF
DVY
+$923K
5
VICI icon
VICI Properties
VICI
+$872K

Top Sells

1
+$25.3M
2
+$19.3M
3
+$13.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.47M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.77M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
83
-153
227
$21K 0.01%
109
-56
228
$21K 0.01%
305
229
$21K 0.01%
609
230
$21K 0.01%
632
231
$21K 0.01%
1,000
-400
232
$20K 0.01%
285
233
$20K 0.01%
1,917
234
$20K 0.01%
130
235
$19K 0.01%
57
236
$18K 0.01%
+900
237
$18K 0.01%
181
-4
238
$18K 0.01%
2,000
239
$17K 0.01%
554
240
$17K 0.01%
1,044
241
$17K 0.01%
4,688
242
$17K 0.01%
264
243
$16K 0.01%
486
244
$16K 0.01%
479
-236
245
$16K 0.01%
115
246
$16K 0.01%
315
+35
247
$16K 0.01%
545
248
$16K 0.01%
265
249
$16K 0.01%
1,323
-614
250
$15K 0.01%
238
8 9
10
11 12