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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33K 0.01%
496
-6
252
$32.8K 0.01%
162
-56
253
$32.4K 0.01%
361
254
$32.4K 0.01%
+400
255
$32.3K 0.01%
190
256
$32.2K 0.01%
337
+2
257
$32.1K 0.01%
828
258
$31.3K 0.01%
212
259
$31.1K 0.01%
595
260
$30.4K 0.01%
+22
261
$30.2K 0.01%
151
-41
262
$29.9K 0.01%
333
-125
263
$29.6K 0.01%
121
264
$29.5K 0.01%
332
265
$28.3K 0.01%
650
266
$28.2K ﹤0.01%
180
-743
267
$27.9K ﹤0.01%
607
268
$27.2K ﹤0.01%
2,856
269
$26.5K ﹤0.01%
223
270
$26K ﹤0.01%
486
271
$26K ﹤0.01%
288
+61
272
$25.6K ﹤0.01%
156
273
$25.2K ﹤0.01%
2,642
274
$25.2K ﹤0.01%
502
275
$25.1K ﹤0.01%
650
9 10
11
12 13