LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

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%
1,031
293
$28K 0.01%
382
-30
294
$28K 0.01%
190
295
$28K 0.01%
34
-18
296
$28K 0.01%
60
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
12
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