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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
2,138
+298
277
$28K 0.01%
188
278
$28K 0.01%
770
+670
279
$28K 0.01%
545
280
$27K 0.01%
345
+115
281
$27K 0.01%
219
-12
282
$27K 0.01%
1,500
283
$27K 0.01%
750
284
$26K 0.01%
1,142
285
$26K 0.01%
561
286
$26K 0.01%
1,518
+641
287
$26K 0.01%
+1,060
288
$26K 0.01%
3,465
289
$25K 0.01%
1,000
290
$25K 0.01%
+2,500
291
$25K 0.01%
470
292
$25K 0.01%
400
-121
293
$25K 0.01%
2,309
-693
294
$25K 0.01%
4,688
295
$22K 0.01%
600
296
$22K 0.01%
+400
297
$22K 0.01%
260
298
$22K 0.01%
+212
299
$22K 0.01%
1,000
300
$21K 0.01%
225
10 11
12
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