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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
115
302
$10K ﹤0.01%
8,000
303
$10K ﹤0.01%
32,000
304
$10K ﹤0.01%
315
305
$10K ﹤0.01%
150
-7
306
$10K ﹤0.01%
79
307
$9K ﹤0.01%
87
308
$9K ﹤0.01%
1,000
309
$9K ﹤0.01%
166
310
$9K ﹤0.01%
+21
311
$9K ﹤0.01%
60
-10
312
$9K ﹤0.01%
200
-25
313
$9K ﹤0.01%
50
314
$9K ﹤0.01%
69
+24
315
$9K ﹤0.01%
+61
316
$9K ﹤0.01%
188
317
$9K ﹤0.01%
210
318
$9K ﹤0.01%
320
319
$9K ﹤0.01%
80
320
$9K ﹤0.01%
180
321
$8K ﹤0.01%
85
+25
322
$8K ﹤0.01%
185
-100
323
$8K ﹤0.01%
80
324
$8K ﹤0.01%
150
325
$8K ﹤0.01%
84
11 12
13
14 15