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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

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%
450
228
$21K 0.01%
525
229
$21K 0.01%
609
230
$21K 0.01%
305
231
$21K 0.01%
109
-56
232
$20K 0.01%
130
233
$20K 0.01%
1,917
234
$20K 0.01%
285
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%
4,688
240
$17K 0.01%
1,044
241
$17K 0.01%
264
242
$17K 0.01%
554
243
$16K 0.01%
1,323
-614
244
$16K 0.01%
545
245
$16K 0.01%
315
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246
$16K 0.01%
115
247
$16K 0.01%
265
248
$16K 0.01%
479
-236
249
$16K 0.01%
486
250
$15K 0.01%
238
8 9
10
11 12