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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.01%
308
277
$35K 0.01%
178
+13
278
$34K 0.01%
300
279
$34K 0.01%
300
+1
280
$33K 0.01%
52
281
$33K 0.01%
3,850
282
$33K 0.01%
896
+250
283
$31K 0.01%
989
+294
284
$31K 0.01%
+600
285
$31K 0.01%
137
+1
286
$30K 0.01%
+900
287
$30K 0.01%
709
288
$30K 0.01%
828
289
$30K 0.01%
421
+1
290
$30K 0.01%
1,428
-500
291
$29K 0.01%
162
+42
292
$29K 0.01%
528
+85
293
$29K 0.01%
470
294
$28K 0.01%
500
-61
295
$28K 0.01%
505
-37
296
$28K 0.01%
565
+30
297
$28K 0.01%
361
-104
298
$27K 0.01%
953
+20
299
$27K 0.01%
245
300
$27K 0.01%
125
+38
10 11
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