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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33.7K 0.01%
828
277
$33.6K 0.01%
306
-103
278
$33.6K 0.01%
865
+6
279
$33.6K 0.01%
466
+31
280
$33K 0.01%
190
281
$32.8K 0.01%
507
282
$32.6K 0.01%
933
283
$32.3K 0.01%
900
284
$31.3K 0.01%
301
285
$31.1K 0.01%
332
+4
286
$31K 0.01%
500
287
$30.9K 0.01%
1,044
288
$30.6K 0.01%
1,700
289
$29.2K 0.01%
547
290
$28.9K ﹤0.01%
1,033
+2
291
$28.8K ﹤0.01%
34
292
$28.7K ﹤0.01%
212
+12
293
$27.9K ﹤0.01%
160
294
$27.9K ﹤0.01%
204
-179
295
$27.9K ﹤0.01%
245
296
$27.7K ﹤0.01%
709
297
$27.4K ﹤0.01%
470
298
$27.2K ﹤0.01%
271
+21
299
$27.2K ﹤0.01%
300
-600
300
$27.1K ﹤0.01%
226
10 11
12
13 14