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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.01%
617
252
$47K 0.01%
652
-253
253
$46K 0.01%
+682
254
$46K 0.01%
409
-161
255
$46K 0.01%
383
-120
256
$46K 0.01%
820
+22
257
$45K 0.01%
667
258
$45K 0.01%
531
+12
259
$45K 0.01%
1,210
-100
260
$44K 0.01%
1,325
261
$43K 0.01%
539
262
$43K 0.01%
521
263
$43K 0.01%
466
-2
264
$42K 0.01%
3,099
265
$42K 0.01%
62
+1
266
$41K 0.01%
1,618
-500
267
$41K 0.01%
756
+6
268
$40K 0.01%
227
-10
269
$39K 0.01%
300
270
$39K 0.01%
1,070
-60
271
$39K 0.01%
302
+2
272
$39K 0.01%
937
-15
273
$38K 0.01%
2,445
274
$38K 0.01%
1,101
275
$38K 0.01%
300
9 10
11
12 13