LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$3.01M
2
+$2.75M
3
+$1.81M
4
DVY icon
iShares Select Dividend ETF
DVY
+$923K
5
VICI icon
VICI Properties
VICI
+$872K

Top Sells

1
+$25.3M
2
+$19.3M
3
+$13.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.47M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.77M

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
$3K ﹤0.01%
60
404
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43
405
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200
-200
406
$3K ﹤0.01%
45
407
$3K ﹤0.01%
+40
408
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45
409
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653
410
$3K ﹤0.01%
11
411
$3K ﹤0.01%
785
412
$3K ﹤0.01%
117
413
$3K ﹤0.01%
107
414
$3K ﹤0.01%
100
415
$3K ﹤0.01%
105
416
$3K ﹤0.01%
36
417
$3K ﹤0.01%
140
+2
418
$3K ﹤0.01%
27
419
$3K ﹤0.01%
65
-286
420
$3K ﹤0.01%
19
421
$3K ﹤0.01%
38
422
$3K ﹤0.01%
75
423
$3K ﹤0.01%
35
424
$3K ﹤0.01%
105
+45
425
$3K ﹤0.01%
610
15 16
17
18 19