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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42K 0.01%
2,451
-167
252
$41K 0.01%
260
253
$41K 0.01%
381
254
$40K 0.01%
1,009
255
$40K 0.01%
525
256
$40K 0.01%
860
-3
257
$40K 0.01%
1,006
+2
258
$40K 0.01%
+300
259
$39K 0.01%
200
260
$38K 0.01%
970
261
$37K 0.01%
479
262
$35K 0.01%
402
263
$35K 0.01%
1,050
+10
264
$35K 0.01%
2,381
265
$34K 0.01%
1,942
-11,526
266
$32K 0.01%
109
267
$32K 0.01%
187
268
$32K 0.01%
239
269
$32K 0.01%
3,816
270
$32K 0.01%
1,408
-904
271
$31K 0.01%
2,445
272
$31K 0.01%
600
-1,300
273
$31K 0.01%
+19
274
$30K 0.01%
300
275
$30K 0.01%
550
-383
9 10
11
12 13