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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$22K ﹤0.01%
1,044
327
$21K ﹤0.01%
272
+47
328
$21K ﹤0.01%
417
329
$20K ﹤0.01%
348
330
$20K ﹤0.01%
703
+3
331
$20K ﹤0.01%
3,750
332
$20K ﹤0.01%
126
333
$20K ﹤0.01%
80
334
$20K ﹤0.01%
141
335
$20K ﹤0.01%
245
336
$20K ﹤0.01%
547
+180
337
$20K ﹤0.01%
325
338
$19K ﹤0.01%
191
339
$19K ﹤0.01%
720
340
$19K ﹤0.01%
380
341
$19K ﹤0.01%
260
342
$19K ﹤0.01%
92
-18
343
$19K ﹤0.01%
192
344
$18K ﹤0.01%
+361
345
$18K ﹤0.01%
65
346
$18K ﹤0.01%
315
-9
347
$18K ﹤0.01%
5,500
348
$18K ﹤0.01%
280
349
$17K ﹤0.01%
96
+16
350
$17K ﹤0.01%
238
-54
12 13
14
15 16