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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
75
277
$12K ﹤0.01%
75
278
$12K ﹤0.01%
40
-1
279
$11K ﹤0.01%
250
280
$11K ﹤0.01%
2,625
281
$11K ﹤0.01%
438
282
$11K ﹤0.01%
364
283
$11K ﹤0.01%
+145
284
$11K ﹤0.01%
84
+9
285
$11K ﹤0.01%
+80
286
$11K ﹤0.01%
131
287
$11K ﹤0.01%
22
288
$11K ﹤0.01%
700
289
$11K ﹤0.01%
1,157
290
$11K ﹤0.01%
+315
291
$10K ﹤0.01%
63
292
$10K ﹤0.01%
580
-28,926
293
$10K ﹤0.01%
140
+15
294
$10K ﹤0.01%
371
295
$10K ﹤0.01%
76
296
$10K ﹤0.01%
210
297
$10K ﹤0.01%
60
+10
298
$10K ﹤0.01%
50
299
$10K ﹤0.01%
200
300
$10K ﹤0.01%
290
10 11
12
13 14