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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.2K 0.01%
300
227
$47.7K 0.01%
300
228
$47.6K 0.01%
499
-129
229
$46.7K 0.01%
669
230
$46.2K 0.01%
2,445
231
$44.6K 0.01%
62
232
$43.6K 0.01%
1,101
233
$43.4K 0.01%
768
-1,097
234
$42.9K 0.01%
1,581
+919
235
$42.8K 0.01%
1,870
236
$41.1K 0.01%
305
+1
237
$41.1K 0.01%
1,339
+1,004
238
$40.3K 0.01%
34
239
$40K 0.01%
1,300
240
$38.7K 0.01%
690
+5
241
$38.6K 0.01%
1,604
242
$38.1K 0.01%
155
243
$38K 0.01%
780
-440
244
$37K 0.01%
886
245
$36.8K 0.01%
4,518
+2,000
246
$35.5K 0.01%
1,236
-1,903
247
$34.8K 0.01%
305
+3
248
$34.5K 0.01%
455
-25
249
$34K 0.01%
457
-11
250
$33K 0.01%
681
+637
8 9
10
11 12