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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K ﹤0.01%
64
+6
377
$14K ﹤0.01%
180
-45
378
$14K ﹤0.01%
200
+80
379
$14K ﹤0.01%
600
380
$14K ﹤0.01%
51
381
$14K ﹤0.01%
480
382
$14K ﹤0.01%
69
383
$14K ﹤0.01%
130
384
$14K ﹤0.01%
105
385
$14K ﹤0.01%
140
386
$14K ﹤0.01%
42
387
$14K ﹤0.01%
320
-3
388
$14K ﹤0.01%
152
389
$14K ﹤0.01%
133
390
$14K ﹤0.01%
104
+45
391
$14K ﹤0.01%
416
+2
392
$13K ﹤0.01%
48
+6
393
$13K ﹤0.01%
152
-2
394
$13K ﹤0.01%
355
395
$13K ﹤0.01%
1,369
396
$13K ﹤0.01%
98
-20
397
$13K ﹤0.01%
87
398
$13K ﹤0.01%
67
+15
399
$13K ﹤0.01%
341
400
$13K ﹤0.01%
50
14 15
16
17 18