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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
+738
352
$18K ﹤0.01%
245
353
$18K ﹤0.01%
156
-35
354
$17.9K ﹤0.01%
35
+20
355
$17.9K ﹤0.01%
52
356
$17.8K ﹤0.01%
54
-13
357
$17.6K ﹤0.01%
155
+115
358
$17.5K ﹤0.01%
155
-40
359
$17.3K ﹤0.01%
650
360
$17.3K ﹤0.01%
133
361
$17.3K ﹤0.01%
+1,025
362
$17.3K ﹤0.01%
130
363
$17.2K ﹤0.01%
87
364
$17.1K ﹤0.01%
338
+228
365
$17K ﹤0.01%
480
366
$16.9K ﹤0.01%
121
367
$16.7K ﹤0.01%
675
+300
368
$16.7K ﹤0.01%
355
369
$16.7K ﹤0.01%
225
+45
370
$16.7K ﹤0.01%
280
371
$16.6K ﹤0.01%
3,750
372
$16.6K ﹤0.01%
82
-3
373
$16.6K ﹤0.01%
+324
374
$16.5K ﹤0.01%
341
375
$16.5K ﹤0.01%
355
13 14
15
16 17