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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K 0.01%
1,018
302
$26K ﹤0.01%
412
+2
303
$26K ﹤0.01%
278
-13
304
$26K ﹤0.01%
658
-135
305
$26K ﹤0.01%
+300
306
$25K ﹤0.01%
800
307
$25K ﹤0.01%
395
308
$25K ﹤0.01%
190
-10
309
$25K ﹤0.01%
361
+136
310
$25K ﹤0.01%
1,060
311
$25K ﹤0.01%
1,044
312
$25K ﹤0.01%
3,294
-166
313
$25K ﹤0.01%
353
+2
314
$24K ﹤0.01%
+200
315
$24K ﹤0.01%
294
316
$24K ﹤0.01%
147
+120
317
$24K ﹤0.01%
+60
318
$23K ﹤0.01%
486
319
$23K ﹤0.01%
292
+7
320
$23K ﹤0.01%
660
321
$22K ﹤0.01%
105
+5
322
$22K ﹤0.01%
720
323
$22K ﹤0.01%
193
324
$22K ﹤0.01%
417
-40
325
$22K ﹤0.01%
650
11 12
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