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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
59
352
$7K ﹤0.01%
+300
353
$6K ﹤0.01%
1,040
354
$6K ﹤0.01%
104
355
$6K ﹤0.01%
116
-5,948
356
$6K ﹤0.01%
105
357
$6K ﹤0.01%
160
-30
358
$6K ﹤0.01%
80
359
$6K ﹤0.01%
67
360
$6K ﹤0.01%
30
361
$6K ﹤0.01%
120
362
$6K ﹤0.01%
140
363
$6K ﹤0.01%
5,500
364
$6K ﹤0.01%
320
365
$6K ﹤0.01%
121
366
$6K ﹤0.01%
+155
367
$6K ﹤0.01%
270
368
$6K ﹤0.01%
493
-33,023
369
$6K ﹤0.01%
728
370
$6K ﹤0.01%
1,033
371
$6K ﹤0.01%
127
372
$5K ﹤0.01%
416
373
$5K ﹤0.01%
235
374
$5K ﹤0.01%
184
375
$5K ﹤0.01%
1,000
-1,000
13 14
15
16 17