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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$21.9K ﹤0.01%
180
-13
327
$21.8K ﹤0.01%
380
328
$21.2K ﹤0.01%
194
+2
329
$21K ﹤0.01%
315
330
$20.9K ﹤0.01%
+1,058
331
$20.7K ﹤0.01%
406
-350
332
$20.4K ﹤0.01%
260
333
$20.4K ﹤0.01%
390
+40
334
$20.3K ﹤0.01%
+407
335
$20K ﹤0.01%
325
336
$19.9K ﹤0.01%
703
337
$19.7K ﹤0.01%
140
338
$19.6K ﹤0.01%
231
-41
339
$19.3K ﹤0.01%
92
340
$19.1K ﹤0.01%
160
341
$18.9K ﹤0.01%
348
342
$18.7K ﹤0.01%
320
343
$18.6K ﹤0.01%
105
344
$18.6K ﹤0.01%
1,020
345
$18.5K ﹤0.01%
36
346
$18.4K ﹤0.01%
5,500
347
$18.2K ﹤0.01%
200
348
$18.1K ﹤0.01%
361
349
$18.1K ﹤0.01%
93
350
$18.1K ﹤0.01%
82
12 13
14
15 16