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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.4K ﹤0.01%
305
302
$20.2K ﹤0.01%
250
+40
303
$20.1K ﹤0.01%
500
304
$20K ﹤0.01%
239
305
$20K ﹤0.01%
92
306
$19.9K ﹤0.01%
355
307
$19.8K ﹤0.01%
114
308
$19.7K ﹤0.01%
260
309
$19.3K ﹤0.01%
320
310
$19K ﹤0.01%
140
+18
311
$19K ﹤0.01%
103
+18
312
$19K ﹤0.01%
67
-7
313
$19K ﹤0.01%
224
314
$18.9K ﹤0.01%
7
+5
315
$18.4K ﹤0.01%
341
316
$18.3K ﹤0.01%
400
317
$18.3K ﹤0.01%
480
318
$18.3K ﹤0.01%
361
319
$18.3K ﹤0.01%
683
-350
320
$18.2K ﹤0.01%
285
321
$18.2K ﹤0.01%
128
-12
322
$18K ﹤0.01%
233
+130
323
$17.5K ﹤0.01%
112
324
$17.5K ﹤0.01%
87
325
$17.3K ﹤0.01%
287
11 12
13
14 15