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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16.5K ﹤0.01%
64
377
$16.5K ﹤0.01%
104
378
$16.5K ﹤0.01%
1,736
-653
379
$16.2K ﹤0.01%
62
-18
380
$16.1K ﹤0.01%
96
381
$16.1K ﹤0.01%
9
-27
382
$16K ﹤0.01%
214
+60
383
$16K ﹤0.01%
95
+14
384
$15.9K ﹤0.01%
47
+5
385
$15.8K ﹤0.01%
74
386
$15.6K ﹤0.01%
98
387
$15.6K ﹤0.01%
69
388
$15.6K ﹤0.01%
108
+35
389
$15.4K ﹤0.01%
417
+1
390
$15.4K ﹤0.01%
152
391
$15.1K ﹤0.01%
140
392
$14.8K ﹤0.01%
180
393
$14.5K ﹤0.01%
+112
394
$14.5K ﹤0.01%
152
395
$14.3K ﹤0.01%
70
396
$14.2K ﹤0.01%
250
+60
397
$14.2K ﹤0.01%
200
398
$14.1K ﹤0.01%
79
399
$14K ﹤0.01%
60
400
$13.9K ﹤0.01%
48
+10
14 15
16
17 18