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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
750
227
$39K 0.01%
2,381
228
$38K 0.01%
450
-29
229
$37K 0.01%
2,445
230
$37K 0.01%
1,408
231
$36K 0.01%
300
232
$36K 0.01%
200
-19
233
$35K 0.01%
187
234
$35K 0.01%
239
235
$35K 0.01%
3,000
-465
236
$34K 0.01%
2,800
+2,420
237
$34K 0.01%
550
238
$34K 0.01%
845
-165
239
$34K 0.01%
1,833
+1,399
240
$33K 0.01%
561
241
$32K 0.01%
1,142
242
$32K 0.01%
175
-13
243
$32K 0.01%
1,680
-262
244
$31K 0.01%
3,818
+2
245
$30K 0.01%
1,500
246
$30K 0.01%
470
247
$30K 0.01%
400
248
$29K 0.01%
192
249
$29K 0.01%
3,000
250
$28K 0.01%
2,000
8 9
10
11 12