LF
Lee Financial Portfolio holdings
AUM
$697M
1-Year Return
15.8%
This Quarter Return
+6.21%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$358M
AUM Growth
-$2.34M
(-0.65%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-5.35%
Top 10 Holdings %
Top 10 Hldgs %
54.54%
Holding
585
New
49
Increased
63
Reduced
109
Closed
42
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$8.95M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.27M |
| 3 |
SPDR Gold Trust
GLD
|
+$2.24M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.81M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$1.67M |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$13M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.96M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.19M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.29M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$1.83M |
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 5.86% |
| 3 | Energy | 3.14% |
| 4 | Healthcare | 2.87% |
| 5 | Real Estate | 2.19% |
