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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
1,040
377
$8K ﹤0.01%
98
378
$8K ﹤0.01%
+117
379
$8K ﹤0.01%
84
380
$8K ﹤0.01%
200
381
$8K ﹤0.01%
172
+131
382
$8K ﹤0.01%
452
-28
383
$8K ﹤0.01%
80
384
$8K ﹤0.01%
50
385
$8K ﹤0.01%
143
386
$8K ﹤0.01%
27
387
$8K ﹤0.01%
183
388
$8K ﹤0.01%
94
389
$8K ﹤0.01%
+425
390
$8K ﹤0.01%
220
+35
391
$7K ﹤0.01%
+120
392
$7K ﹤0.01%
60
393
$7K ﹤0.01%
100
-100
394
$7K ﹤0.01%
130
395
$7K ﹤0.01%
67
396
$7K ﹤0.01%
77
397
$7K ﹤0.01%
+150
398
$7K ﹤0.01%
340
399
$7K ﹤0.01%
102
400
$7K ﹤0.01%
207
14 15
16
17 18