LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$2.56M
3
+$1.25M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.05M
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$997K

Top Sells

1
+$8.78M
2
+$3.18M
3
+$1.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Sector Composition

1 Energy 4.82%
2 Technology 3.72%
3 Healthcare 2.19%
4 Financials 1.73%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
610
327
$11K ﹤0.01%
87
328
$11K ﹤0.01%
505
+140
329
$11K ﹤0.01%
166
330
$11K ﹤0.01%
105
331
$11K ﹤0.01%
150
332
$11K ﹤0.01%
225
333
$11K ﹤0.01%
50
334
$11K ﹤0.01%
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335
$11K ﹤0.01%
336
336
$11K ﹤0.01%
60
337
$11K ﹤0.01%
73
338
$11K ﹤0.01%
50
339
$11K ﹤0.01%
200
340
$11K ﹤0.01%
200
341
$11K ﹤0.01%
140
-3
342
$11K ﹤0.01%
180
343
$10K ﹤0.01%
+80
344
$10K ﹤0.01%
2,000
345
$10K ﹤0.01%
235
346
$10K ﹤0.01%
5,500
347
$10K ﹤0.01%
121
348
$10K ﹤0.01%
164
349
$10K ﹤0.01%
+75
350
$10K ﹤0.01%
1,253
12 13
14
15 16