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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
371
377
$12K ﹤0.01%
190
378
$12K ﹤0.01%
317
-47
379
$12K ﹤0.01%
83
+10
380
$12K ﹤0.01%
22
381
$12K ﹤0.01%
200
382
$12K ﹤0.01%
180
383
$11K ﹤0.01%
70
384
$11K ﹤0.01%
235
+70
385
$11K ﹤0.01%
60
386
$11K ﹤0.01%
84
387
$11K ﹤0.01%
130
388
$11K ﹤0.01%
76
389
$11K ﹤0.01%
120
390
$11K ﹤0.01%
430
391
$11K ﹤0.01%
115
392
$11K ﹤0.01%
700
393
$11K ﹤0.01%
889
394
$11K ﹤0.01%
200
+40
395
$10K ﹤0.01%
85
396
$10K ﹤0.01%
164
-2
397
$10K ﹤0.01%
21
398
$10K ﹤0.01%
16
399
$10K ﹤0.01%
+370
400
$10K ﹤0.01%
78
14 15
16
17 18