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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$9.99M
3 +$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1 +$4.94M
2 +$4.86M
3 +$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$22K ﹤0.01%
273
327
$21K ﹤0.01%
1,500
328
$21K ﹤0.01%
+700
329
$21K ﹤0.01%
141
330
$21K ﹤0.01%
324
+21
331
$21K ﹤0.01%
192
+1
332
$21K ﹤0.01%
160
333
$20K ﹤0.01%
361
334
$20K ﹤0.01%
126
335
$20K ﹤0.01%
207
+2
336
$20K ﹤0.01%
110
337
$20K ﹤0.01%
280
338
$20K ﹤0.01%
185
-15
339
$19K ﹤0.01%
525
340
$19K ﹤0.01%
71
+1
341
$19K ﹤0.01%
67
342
$19K ﹤0.01%
260
343
$19K ﹤0.01%
325
344
$19K ﹤0.01%
107
345
$18K ﹤0.01%
86
+75
346
$18K ﹤0.01%
133
+13
347
$18K ﹤0.01%
1,020
+10
348
$18K ﹤0.01%
118
349
$18K ﹤0.01%
80
350
$18K ﹤0.01%
380