LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$2.56M
3
+$1.25M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.05M
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$997K

Top Sells

1
+$8.78M
2
+$3.18M
3
+$1.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Sector Composition

1 Energy 4.82%
2 Technology 3.72%
3 Healthcare 2.19%
4 Financials 1.73%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K ﹤0.01%
264
252
$20K ﹤0.01%
265
253
$20K ﹤0.01%
130
254
$20K ﹤0.01%
200
-200
255
$20K ﹤0.01%
562
256
$20K ﹤0.01%
285
257
$19K ﹤0.01%
90
258
$19K ﹤0.01%
700
259
$19K ﹤0.01%
351
+65
260
$19K ﹤0.01%
728
261
$18K ﹤0.01%
111
262
$18K ﹤0.01%
230
263
$18K ﹤0.01%
315
264
$18K ﹤0.01%
99
265
$18K ﹤0.01%
115
266
$18K ﹤0.01%
157
267
$18K ﹤0.01%
1,157
268
$17K ﹤0.01%
105
269
$17K ﹤0.01%
180
-115
270
$17K ﹤0.01%
115
271
$17K ﹤0.01%
+1,000
272
$17K ﹤0.01%
450
273
$17K ﹤0.01%
111
-9
274
$16K ﹤0.01%
348
275
$16K ﹤0.01%
163
9 10
11
12 13