LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$2.56M
3
+$1.25M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.05M
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$997K

Top Sells

1
+$8.78M
2
+$3.18M
3
+$1.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Sector Composition

1 Energy 4.82%
2 Technology 3.72%
3 Healthcare 2.19%
4 Financials 1.73%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
220
352
$10K ﹤0.01%
540
353
$10K ﹤0.01%
150
354
$10K ﹤0.01%
105
355
$10K ﹤0.01%
310
356
$10K ﹤0.01%
785
357
$10K ﹤0.01%
59
358
$9K ﹤0.01%
235
359
$9K ﹤0.01%
225
360
$9K ﹤0.01%
1,040
361
$9K ﹤0.01%
400
362
$9K ﹤0.01%
84
363
$9K ﹤0.01%
200
364
$9K ﹤0.01%
455
+3
365
$9K ﹤0.01%
82
366
$9K ﹤0.01%
159
367
$9K ﹤0.01%
27
368
$9K ﹤0.01%
207
369
$9K ﹤0.01%
143
370
$9K ﹤0.01%
80
371
$9K ﹤0.01%
309
372
$9K ﹤0.01%
50
373
$9K ﹤0.01%
102
374
$8K ﹤0.01%
71
375
$8K ﹤0.01%
98
13 14
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