LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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
12 13
14
15 16