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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$46K 0.01%
801
252
$46K 0.01%
539
253
$46K 0.01%
300
254
$46K 0.01%
+521
255
$46K 0.01%
+1,325
256
$46K 0.01%
514
+42
257
$44K 0.01%
667
258
$44K 0.01%
1,101
-1,642
259
$44K 0.01%
952
-106
260
$44K 0.01%
798
+129
261
$43K 0.01%
3,099
262
$42K 0.01%
300
263
$41K 0.01%
458
+13
264
$41K 0.01%
2,445
265
$40K 0.01%
519
+14
266
$37K 0.01%
+1,569
267
$37K 0.01%
+3,750
268
$36K 0.01%
209
+1
269
$36K 0.01%
61
-2
270
$36K 0.01%
1,147
+5
271
$36K 0.01%
519
-588
272
$35K 0.01%
1,031
-10,622
273
$35K 0.01%
725
274
$35K 0.01%
201
+1
275
$35K 0.01%
2,971
9 10
11
12 13