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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.4K ﹤0.01%
196
+2
277
$24.2K ﹤0.01%
130
278
$24.2K ﹤0.01%
155
279
$23.9K ﹤0.01%
108
-76
280
$23.9K ﹤0.01%
720
281
$23.8K ﹤0.01%
525
282
$23.5K ﹤0.01%
+2,022
283
$23.3K ﹤0.01%
325
284
$23.2K ﹤0.01%
62
285
$23K ﹤0.01%
532
+2
286
$22.7K ﹤0.01%
360
287
$22.5K ﹤0.01%
200
288
$22.3K ﹤0.01%
633
-300
289
$22.2K ﹤0.01%
303
290
$21.8K ﹤0.01%
88
291
$21.3K ﹤0.01%
470
292
$21.3K ﹤0.01%
70
293
$21.3K ﹤0.01%
40
-8
294
$20.9K ﹤0.01%
105
295
$20.8K ﹤0.01%
45
296
$20.6K ﹤0.01%
700
297
$20.5K ﹤0.01%
185
298
$20.5K ﹤0.01%
407
299
$20.4K ﹤0.01%
800
-62,780
300
$20.4K ﹤0.01%
69
10 11
12
13 14