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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$4.35M
3 +$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1 +$13.3M
2 +$12.4M
3 +$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12.5K ﹤0.01%
+58
377
$12.4K ﹤0.01%
72
378
$12.4K ﹤0.01%
106
379
$12.3K ﹤0.01%
44
-3
380
$12.2K ﹤0.01%
425
381
$12K ﹤0.01%
165
+45
382
$11.9K ﹤0.01%
255
383
$11.8K ﹤0.01%
150
384
$11.7K ﹤0.01%
400
385
$11.6K ﹤0.01%
33
+20
386
$11.6K ﹤0.01%
16
387
$11.6K ﹤0.01%
285
388
$11.5K ﹤0.01%
320
389
$11.2K ﹤0.01%
23
390
$11.2K ﹤0.01%
100
391
$11.1K ﹤0.01%
600
392
$11K ﹤0.01%
185
+55
393
$11K ﹤0.01%
235
394
$11K ﹤0.01%
42
395
$11K ﹤0.01%
310
396
$10.7K ﹤0.01%
1,394
397
$10.7K ﹤0.01%
510
398
$10.6K ﹤0.01%
54
+24
399
$10.6K ﹤0.01%
326
+6
400
$10.5K ﹤0.01%
433
+18