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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K 0.01%
2,389
+1,121
302
$26K ﹤0.01%
158
-4
303
$26K ﹤0.01%
709
304
$26K ﹤0.01%
682
+24
305
$26K ﹤0.01%
193
306
$26K ﹤0.01%
160
-49
307
$25K ﹤0.01%
500
308
$25K ﹤0.01%
1,080
+900
309
$25K ﹤0.01%
301
+7
310
$25K ﹤0.01%
1,060
311
$24K ﹤0.01%
105
312
$24K ﹤0.01%
672
+12
313
$24K ﹤0.01%
3,294
314
$23K ﹤0.01%
200
315
$23K ﹤0.01%
726
+326
316
$23K ﹤0.01%
250
+5
317
$23K ﹤0.01%
1,018
318
$22K ﹤0.01%
1,142
-5
319
$22K ﹤0.01%
486
320
$22K ﹤0.01%
395
321
$22K ﹤0.01%
226
+124
322
$22K ﹤0.01%
67
323
$22K ﹤0.01%
105
+12
324
$22K ﹤0.01%
93
+7
325
$22K ﹤0.01%
700
11 12
13
14 15