LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.75M
3
+$1.81M
4
DVY icon
iShares Select Dividend ETF
DVY
+$923K
5
VICI icon
VICI Properties
VICI
+$872K

Top Sells

1
+$25.3M
2
+$19.3M
3
+$13.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.47M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.77M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
50
377
$5K ﹤0.01%
35
-15
378
$5K ﹤0.01%
+200
379
$5K ﹤0.01%
108
380
$5K ﹤0.01%
56
381
$5K ﹤0.01%
210
-15,703
382
$5K ﹤0.01%
28
383
$5K ﹤0.01%
220
384
$5K ﹤0.01%
95
-55
385
$5K ﹤0.01%
416
386
$5K ﹤0.01%
354
-101
387
$5K ﹤0.01%
101
388
$5K ﹤0.01%
110
-125
389
$5K ﹤0.01%
667
390
$4K ﹤0.01%
245
391
$4K ﹤0.01%
76
392
$4K ﹤0.01%
67
393
$4K ﹤0.01%
67
394
$4K ﹤0.01%
60
395
$4K ﹤0.01%
31
396
$4K ﹤0.01%
452
397
$4K ﹤0.01%
110
398
$4K ﹤0.01%
107
399
$4K ﹤0.01%
9
400
$4K ﹤0.01%
130
14 15
16
17 18