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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K ﹤0.01%
315
302
$18K ﹤0.01%
210
-40
303
$18K ﹤0.01%
31
304
$18K ﹤0.01%
50
305
$18K ﹤0.01%
438
306
$18K ﹤0.01%
207
307
$18K ﹤0.01%
88
308
$18K ﹤0.01%
120
309
$18K ﹤0.01%
75
310
$18K ﹤0.01%
265
+65
311
$17K ﹤0.01%
+361
312
$17K ﹤0.01%
+341
313
$17K ﹤0.01%
157
314
$17K ﹤0.01%
889
315
$16K ﹤0.01%
435
316
$16K ﹤0.01%
63
317
$16K ﹤0.01%
300
318
$16K ﹤0.01%
250
319
$16K ﹤0.01%
200
320
$16K ﹤0.01%
188
+8
321
$16K ﹤0.01%
270
322
$16K ﹤0.01%
1,144
-1,165
323
$16K ﹤0.01%
180
324
$16K ﹤0.01%
115
325
$15K ﹤0.01%
110
+25
11 12
13
14 15