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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K 0.01%
1,500
-79
277
$36K 0.01%
+1,700
278
$35K 0.01%
1,569
279
$33K 0.01%
537
+9
280
$32K 0.01%
144
+7
281
$31K 0.01%
302
+2
282
$30K 0.01%
507
-12
283
$30K 0.01%
1,254
-1,182
284
$30K 0.01%
525
285
$30K 0.01%
345
-16
286
$30K 0.01%
361
287
$30K 0.01%
859
-37
288
$30K 0.01%
1,428
289
$29K 0.01%
900
290
$29K 0.01%
828
291
$29K 0.01%
435
+14
292
$28K 0.01%
382
-30
293
$28K 0.01%
190
294
$28K 0.01%
34
-18
295
$28K 0.01%
60
296
$28K 0.01%
1,031
297
$27K 0.01%
933
-20
298
$27K 0.01%
335
-123
299
$27K 0.01%
328
+137
300
$27K 0.01%
470
10 11
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