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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

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%
662
-1,400
377
$5K ﹤0.01%
354
-101
378
$5K ﹤0.01%
50
379
$5K ﹤0.01%
35
-15
380
$5K ﹤0.01%
101
381
$5K ﹤0.01%
110
-125
382
$5K ﹤0.01%
+25
383
$5K ﹤0.01%
108
384
$5K ﹤0.01%
56
385
$5K ﹤0.01%
667
386
$5K ﹤0.01%
210
-15,703
387
$5K ﹤0.01%
28
388
$5K ﹤0.01%
220
389
$5K ﹤0.01%
95
-55
390
$4K ﹤0.01%
245
391
$4K ﹤0.01%
110
392
$4K ﹤0.01%
107
393
$4K ﹤0.01%
76
394
$4K ﹤0.01%
9
395
$4K ﹤0.01%
130
396
$4K ﹤0.01%
67
397
$4K ﹤0.01%
67
398
$4K ﹤0.01%
60
399
$4K ﹤0.01%
31
400
$4K ﹤0.01%
452
14 15
16
17 18