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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$5.2M
3 +$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10K ﹤0.01%
610
+255
352
$10K ﹤0.01%
540
353
$9K ﹤0.01%
+235
354
$9K ﹤0.01%
+365
355
$9K ﹤0.01%
225
+35
356
$9K ﹤0.01%
200
357
$9K ﹤0.01%
400
358
$9K ﹤0.01%
50
359
$9K ﹤0.01%
105
-1,008
360
$9K ﹤0.01%
310
+182
361
$9K ﹤0.01%
785
362
$9K ﹤0.01%
73
+15
363
$9K ﹤0.01%
295
364
$9K ﹤0.01%
159
365
$9K ﹤0.01%
164
366
$9K ﹤0.01%
375
367
$9K ﹤0.01%
59
-1,381
368
$9K ﹤0.01%
128
369
$9K ﹤0.01%
309
370
$9K ﹤0.01%
150
+30
371
$8K ﹤0.01%
245
372
$8K ﹤0.01%
71
373
$8K ﹤0.01%
165
374
$8K ﹤0.01%
166
375
$8K ﹤0.01%
+184