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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.5K ﹤0.01%
79
352
$14.4K ﹤0.01%
74
353
$14.4K ﹤0.01%
140
354
$14.4K ﹤0.01%
347
+1
355
$14.3K ﹤0.01%
180
356
$14.2K ﹤0.01%
47
357
$14.1K ﹤0.01%
150
358
$14.1K ﹤0.01%
525
+100
359
$14K ﹤0.01%
123
-37
360
$14K ﹤0.01%
150
361
$13.9K ﹤0.01%
80
362
$13.9K ﹤0.01%
245
363
$13.8K ﹤0.01%
161
-156
364
$13.6K ﹤0.01%
1,720
365
$13.5K ﹤0.01%
145
366
$13.4K ﹤0.01%
225
367
$13.3K ﹤0.01%
+865
368
$13.3K ﹤0.01%
135
-37
369
$13.3K ﹤0.01%
147
370
$13.1K ﹤0.01%
200
371
$13K ﹤0.01%
38
372
$13K ﹤0.01%
+750
373
$12.9K ﹤0.01%
82
374
$12.8K ﹤0.01%
360
375
$12.6K ﹤0.01%
463
+88
13 14
15
16 17