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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.01%
371
-11
227
$61K 0.01%
2,856
228
$61K 0.01%
503
+200
229
$60K 0.01%
1,310
+110
230
$60K 0.01%
343
+21
231
$60K 0.01%
+905
232
$59K 0.01%
349
+88
233
$59K 0.01%
3,733
234
$58K 0.01%
1,364
+64
235
$57K 0.01%
2,333
236
$56K 0.01%
617
237
$56K 0.01%
+270
238
$54K 0.01%
634
239
$54K 0.01%
927
+27
240
$54K 0.01%
+1,201
241
$54K 0.01%
493
+15
242
$53K 0.01%
379
-5
243
$50K 0.01%
792
+17
244
$50K 0.01%
468
+10
245
$49K 0.01%
+4,340
246
$49K 0.01%
3,700
247
$49K 0.01%
1,579
+1,500
248
$48K 0.01%
1,130
+70
249
$48K 0.01%
237
-5
250
$48K 0.01%
750
8 9
10
11 12