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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64.2K 0.01%
1,344
227
$64.1K 0.01%
1,456
228
$63.9K 0.01%
909
-27
229
$62K 0.01%
868
-99
230
$61.5K 0.01%
1,618
231
$61.1K 0.01%
2,333
232
$60.9K 0.01%
1,547
+47
233
$60K 0.01%
2,271
-1,613
234
$59.9K 0.01%
1,217
+16
235
$59K 0.01%
820
236
$58.6K 0.01%
1,172
237
$57.9K 0.01%
270
238
$57K 0.01%
641
+24
239
$56.4K 0.01%
1,304
+94
240
$54.9K 0.01%
634
241
$53.7K 0.01%
1,360
242
$52.4K 0.01%
425
-14
243
$50.8K 0.01%
682
244
$50.3K 0.01%
3,700
245
$49.6K 0.01%
3,099
246
$49K 0.01%
378
-110
247
$48.5K 0.01%
1,150
+80
248
$48K 0.01%
466
249
$47.9K 0.01%
+2,157
250
$47.9K 0.01%
353
-12
8 9
10
11 12