LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
154
-46
377
$15K ﹤0.01%
414
+251
378
$15K ﹤0.01%
225
-90
379
$15K ﹤0.01%
1,369
+14
380
$15K ﹤0.01%
207
381
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140
382
$15K ﹤0.01%
350
383
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86
+1
384
$15K ﹤0.01%
323
+3
385
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152
+2
386
$15K ﹤0.01%
133
+18
387
$15K ﹤0.01%
195
388
$15K ﹤0.01%
200
389
$15K ﹤0.01%
50
390
$15K ﹤0.01%
478
-493
391
$14K ﹤0.01%
69
392
$14K ﹤0.01%
130
393
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78
-10
394
$14K ﹤0.01%
135
+14
395
$14K ﹤0.01%
185
396
$14K ﹤0.01%
210
397
$14K ﹤0.01%
+250
398
$14K ﹤0.01%
100
-20
399
$13K ﹤0.01%
993
-50
400
$13K ﹤0.01%
27
14 15
16
17 18