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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
93
-5
352
$18K ﹤0.01%
245
353
$18K ﹤0.01%
5,500
354
$18K ﹤0.01%
700
355
$18K ﹤0.01%
644
+8
356
$17K ﹤0.01%
257
+42
357
$17K ﹤0.01%
341
358
$17K ﹤0.01%
+1,268
359
$17K ﹤0.01%
35
+20
360
$17K ﹤0.01%
189
+9
361
$17K ﹤0.01%
1,000
362
$17K ﹤0.01%
225
+203
363
$17K ﹤0.01%
191
+2
364
$16K ﹤0.01%
348
365
$16K ﹤0.01%
+80
366
$16K ﹤0.01%
99
+69
367
$16K ﹤0.01%
150
368
$16K ﹤0.01%
191
369
$16K ﹤0.01%
52
+17
370
$16K ﹤0.01%
235
-18
371
$16K ﹤0.01%
+1,000
372
$16K ﹤0.01%
361
+61
373
$16K ﹤0.01%
65
374
$16K ﹤0.01%
74
375
$15K ﹤0.01%
225
-90
13 14
15
16 17