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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$2.37M
3 +$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1 +$25.3M
2 +$16M
3 +$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
+290
327
$8K ﹤0.01%
381
328
$8K ﹤0.01%
78
-33
329
$8K ﹤0.01%
600
330
$8K ﹤0.01%
210
331
$8K ﹤0.01%
185
+35
332
$8K ﹤0.01%
200
333
$8K ﹤0.01%
302
334
$8K ﹤0.01%
1,253
335
$8K ﹤0.01%
95
336
$7K ﹤0.01%
71
337
$7K ﹤0.01%
165
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$7K ﹤0.01%
105
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$7K ﹤0.01%
98
340
$7K ﹤0.01%
200
341
$7K ﹤0.01%
310
342
$7K ﹤0.01%
73
343
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80
344
$7K ﹤0.01%
235
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$7K ﹤0.01%
340
346
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143
347
$7K ﹤0.01%
102
348
$7K ﹤0.01%
159
349
$7K ﹤0.01%
660
+405
350
$7K ﹤0.01%
239