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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17.2K ﹤0.01%
133
327
$17.1K ﹤0.01%
220
328
$17.1K ﹤0.01%
95
329
$17K ﹤0.01%
437
+295
330
$16.9K ﹤0.01%
705
-3,515
331
$16.7K ﹤0.01%
220
332
$16.7K ﹤0.01%
85
-20
333
$16.5K ﹤0.01%
260
334
$16.4K ﹤0.01%
185
335
$16K ﹤0.01%
365
+38
336
$15.9K ﹤0.01%
322
337
$15.8K ﹤0.01%
70
338
$15.8K ﹤0.01%
100
339
$15.8K ﹤0.01%
155
340
$15.7K ﹤0.01%
250
341
$15.7K ﹤0.01%
130
-20
342
$15.6K ﹤0.01%
810
343
$15.5K ﹤0.01%
41
+9
344
$15.5K ﹤0.01%
47
-52
345
$15.4K ﹤0.01%
73
-22
346
$15.1K ﹤0.01%
+160
347
$15K ﹤0.01%
35
+12
348
$14.8K ﹤0.01%
50
349
$14.8K ﹤0.01%
160
+65
350
$14.6K ﹤0.01%
118
12 13
14
15 16