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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K ﹤0.01%
1,500
352
$17K ﹤0.01%
160
-47
353
$17K ﹤0.01%
195
354
$17K ﹤0.01%
200
355
$17K ﹤0.01%
140
-20
356
$16K ﹤0.01%
36
+1
357
$16K ﹤0.01%
1,020
358
$16K ﹤0.01%
52
359
$16K ﹤0.01%
1,000
360
$16K ﹤0.01%
257
361
$16K ﹤0.01%
121
+100
362
$16K ﹤0.01%
74
363
$16K ﹤0.01%
650
+6
364
$16K ﹤0.01%
106
-1
365
$15K ﹤0.01%
355
+120
366
$15K ﹤0.01%
189
367
$15K ﹤0.01%
81
+8
368
$15K ﹤0.01%
207
369
$15K ﹤0.01%
350
370
$15K ﹤0.01%
82
+4
371
$15K ﹤0.01%
70
-1
372
$15K ﹤0.01%
500
373
$15K ﹤0.01%
478
374
$15K ﹤0.01%
330
-23
375
$15K ﹤0.01%
245
-28
13 14
15
16 17