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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
77
352
$14K ﹤0.01%
77
353
$14K ﹤0.01%
45
354
$14K ﹤0.01%
43
355
$14K ﹤0.01%
79
-16
356
$14K ﹤0.01%
180
357
$14K ﹤0.01%
400
+292
358
$14K ﹤0.01%
157
359
$13K ﹤0.01%
63
360
$13K ﹤0.01%
105
361
$13K ﹤0.01%
140
362
$13K ﹤0.01%
300
363
$13K ﹤0.01%
54
364
$13K ﹤0.01%
+61
365
$13K ﹤0.01%
105
366
$13K ﹤0.01%
210
367
$13K ﹤0.01%
8,000
368
$13K ﹤0.01%
270
369
$13K ﹤0.01%
+209
370
$13K ﹤0.01%
1,650
371
$12K ﹤0.01%
500
372
$12K ﹤0.01%
185
373
$12K ﹤0.01%
200
374
$12K ﹤0.01%
360
-140
375
$12K ﹤0.01%
220
13 14
15
16 17