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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K 0.01%
562
327
$17K ﹤0.01%
207
-125
328
$17K ﹤0.01%
296
329
$17K ﹤0.01%
88
330
$17K ﹤0.01%
285
331
$17K ﹤0.01%
120
+15
332
$17K ﹤0.01%
200
333
$17K ﹤0.01%
69
334
$16K ﹤0.01%
31
335
$16K ﹤0.01%
365
336
$16K ﹤0.01%
50
337
$16K ﹤0.01%
450
-21
338
$16K ﹤0.01%
200
339
$16K ﹤0.01%
75
340
$16K ﹤0.01%
32,000
341
$15K ﹤0.01%
348
342
$15K ﹤0.01%
2,852
343
$15K ﹤0.01%
2,000
+1,000
344
$15K ﹤0.01%
200
345
$15K ﹤0.01%
438
346
$15K ﹤0.01%
84
347
$15K ﹤0.01%
32
-4
348
$15K ﹤0.01%
280
+78
349
$14K ﹤0.01%
105
350
$14K ﹤0.01%
150
12 13
14
15 16