LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$8.6M
2
+$2.3M
3
+$2.27M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.75M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.68M

Top Sells

1
+$12.9M
2
+$8.03M
3
+$3.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.33M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.82M

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%
770
+670
278
$28K 0.01%
545
279
$28K 0.01%
188
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%
561
285
$26K 0.01%
1,518
+641
286
$26K 0.01%
+1,060
287
$26K 0.01%
3,465
288
$26K 0.01%
1,142
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%
+400
296
$22K 0.01%
260
297
$22K 0.01%
+212
298
$22K 0.01%
1,000
299
$22K 0.01%
600
300
$21K 0.01%
225
10 11
12
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