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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K ﹤0.01%
667
252
$20K ﹤0.01%
85
253
$20K ﹤0.01%
486
254
$20K ﹤0.01%
285
-35
255
$19K ﹤0.01%
264
256
$19K ﹤0.01%
76
+3
257
$19K ﹤0.01%
57
-16
258
$19K ﹤0.01%
963
-1,116
259
$19K ﹤0.01%
562
260
$18K ﹤0.01%
148
261
$18K ﹤0.01%
505
262
$18K ﹤0.01%
265
-45
263
$18K ﹤0.01%
157
264
$18K ﹤0.01%
157
265
$18K ﹤0.01%
130
-20
266
$17K ﹤0.01%
120
267
$17K ﹤0.01%
111
268
$17K ﹤0.01%
700
269
$17K ﹤0.01%
230
270
$17K ﹤0.01%
1,157
271
$17K ﹤0.01%
90
272
$17K ﹤0.01%
45
273
$17K ﹤0.01%
105
274
$17K ﹤0.01%
115
275
$17K ﹤0.01%
115
9 10
11
12 13