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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K 0.01%
296
-292
252
$15K 0.01%
230
253
$15K 0.01%
157
254
$15K 0.01%
79
-10
255
$14K ﹤0.01%
39
256
$14K ﹤0.01%
545
+40
257
$14K ﹤0.01%
148
258
$14K ﹤0.01%
2,804
+43
259
$14K ﹤0.01%
99
260
$14K ﹤0.01%
90
261
$14K ﹤0.01%
45
262
$14K ﹤0.01%
115
263
$14K ﹤0.01%
89
264
$14K ﹤0.01%
1,650
-83,601
265
$14K ﹤0.01%
562
266
$14K ﹤0.01%
348
267
$13K ﹤0.01%
163
268
$13K ﹤0.01%
180
269
$12K ﹤0.01%
200
270
$12K ﹤0.01%
60
271
$12K ﹤0.01%
471
+21
272
$12K ﹤0.01%
140
+25
273
$12K ﹤0.01%
90
274
$12K ﹤0.01%
232
275
$12K ﹤0.01%
105
9 10
11
12 13