LF
Lee Financial Portfolio holdings
AUM
$697M
1-Year Return
15.8%
This Quarter Return
+7.21%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$422M
AUM Growth
+$36.2M
(+9.4%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
57.16%
Holding
535
New
47
Increased
106
Reduced
93
Closed
42
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.32M |
| 2 |
SPDR Gold Trust
GLD
|
+$2.17M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.12M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$2.09M |
| 5 |
Old Republic International
ORI
|
+$1.19M |
Sector Composition
| 1 | Financials | 7.31% |
| 2 | Technology | 5.58% |
| 3 | Energy | 2.8% |
| 4 | Healthcare | 2.43% |
| 5 | Utilities | 1.95% |
