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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27.1K ﹤0.01%
1,080
302
$27K ﹤0.01%
596
-341
303
$26.8K ﹤0.01%
81
+30
304
$25.9K ﹤0.01%
395
305
$25.3K ﹤0.01%
525
306
$25.1K ﹤0.01%
105
307
$25K ﹤0.01%
+603
308
$25K ﹤0.01%
+502
309
$24.6K ﹤0.01%
345
310
$24.1K ﹤0.01%
1,142
311
$24K ﹤0.01%
672
312
$23.8K ﹤0.01%
360
-22
313
$23.8K ﹤0.01%
306
-29
314
$23.7K ﹤0.01%
417
315
$23.5K ﹤0.01%
486
316
$23.4K ﹤0.01%
1,018
317
$23.4K ﹤0.01%
+487
318
$23K ﹤0.01%
141
319
$22.9K ﹤0.01%
238
320
$22.9K ﹤0.01%
720
321
$22.8K ﹤0.01%
700
322
$22.8K ﹤0.01%
500
323
$22.4K ﹤0.01%
667
-59
324
$22.1K ﹤0.01%
93
-12
325
$22K ﹤0.01%
126
11 12
13
14 15