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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68K 0.01%
750
227
$68K 0.01%
900
228
$67K 0.01%
1,340
+40
229
$66K 0.01%
618
230
$66K 0.01%
967
231
$65K 0.01%
320
+289
232
$65K 0.01%
579
+7
233
$65K 0.01%
3,700
234
$65K 0.01%
2,333
235
$64K 0.01%
1,456
236
$63K 0.01%
3,733
237
$60K 0.01%
690
-4
238
$60K 0.01%
387
+16
239
$59K 0.01%
1,344
240
$57K 0.01%
936
+9
241
$56K 0.01%
270
242
$55K 0.01%
2,856
243
$54K 0.01%
1,360
-4
244
$54K 0.01%
488
-5
245
$54K 0.01%
514
246
$53K 0.01%
365
+16
247
$52K 0.01%
1,201
248
$52K 0.01%
1,172
+447
249
$51K 0.01%
634
250
$50K 0.01%
801
8 9
10
11 12