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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
545
377
$10K ﹤0.01%
165
-131
378
$10K ﹤0.01%
235
379
$10K ﹤0.01%
120
380
$10K ﹤0.01%
235
381
$10K ﹤0.01%
80
382
$9K ﹤0.01%
105
383
$9K ﹤0.01%
159
384
$9K ﹤0.01%
69
385
$9K ﹤0.01%
30
-15
386
$9K ﹤0.01%
33
387
$9K ﹤0.01%
115
388
$9K ﹤0.01%
955
389
$9K ﹤0.01%
200
390
$9K ﹤0.01%
60
-720
391
$9K ﹤0.01%
308
392
$9K ﹤0.01%
165
393
$8K ﹤0.01%
235
394
$8K ﹤0.01%
200
395
$8K ﹤0.01%
400
396
$8K ﹤0.01%
67
397
$8K ﹤0.01%
165
398
$8K ﹤0.01%
320
399
$8K ﹤0.01%
1,033
400
$8K ﹤0.01%
416
14 15
16
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