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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
19
402
$3K ﹤0.01%
140
403
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19
404
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60
405
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43
406
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200
-200
407
$3K ﹤0.01%
45
408
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+40
409
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45
410
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653
411
$3K ﹤0.01%
11
412
$3K ﹤0.01%
785
413
$3K ﹤0.01%
117
414
$3K ﹤0.01%
107
415
$3K ﹤0.01%
100
416
$3K ﹤0.01%
105
417
$3K ﹤0.01%
36
418
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38
419
$3K ﹤0.01%
140
+2
420
$3K ﹤0.01%
27
421
$3K ﹤0.01%
65
-286
422
$3K ﹤0.01%
35
423
$3K ﹤0.01%
105
+45
424
$3K ﹤0.01%
610
425
$3K ﹤0.01%
23
-100
15 16
17
18 19