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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.01%
980
227
$51K 0.01%
435
228
$51K 0.01%
306
+1
229
$51K 0.01%
+220
230
$51K 0.01%
+240
231
$51K 0.01%
280
232
$50K 0.01%
3,125
233
$50K 0.01%
848
+800
234
$50K 0.01%
+230
235
$49K 0.01%
617
236
$48K 0.01%
+500
237
$48K 0.01%
+175
238
$47K 0.01%
+185
239
$46K 0.01%
934
-410
240
$46K 0.01%
+6,625
241
$45K 0.01%
859
+6
242
$45K 0.01%
2,000
243
$44K 0.01%
3,650
-85
244
$44K 0.01%
200
245
$44K 0.01%
1,215
+20
246
$44K 0.01%
4,672
247
$44K 0.01%
+1,620
248
$42K 0.01%
416
249
$42K 0.01%
258
-125
250
$42K 0.01%
1,010
+533
8 9
10
11 12