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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47.8K 0.01%
236
+9
252
$47.6K 0.01%
521
253
$46.5K 0.01%
539
254
$45.8K 0.01%
+2,035
255
$44.7K 0.01%
62
256
$44.7K 0.01%
1,325
257
$43.9K 0.01%
514
258
$43.9K 0.01%
523
-129
259
$42.9K 0.01%
2,445
260
$42.4K 0.01%
302
261
$42.3K 0.01%
2,856
262
$41.7K 0.01%
1,101
263
$41.5K 0.01%
300
264
$41K 0.01%
300
265
$40.7K 0.01%
1,870
+1,500
266
$39.5K 0.01%
1,569
267
$37.9K 0.01%
158
268
$36.5K 0.01%
1,274
+20
269
$36.1K 0.01%
587
+50
270
$36K 0.01%
+1,604
271
$35.2K 0.01%
361
272
$34.9K 0.01%
668
-14
273
$34.7K 0.01%
670
-1,500
274
$34.5K 0.01%
303
+1
275
$34.2K 0.01%
1,128
+68
9 10
11
12 13