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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
145
402
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102
403
$10K ﹤0.01%
302
404
$10K ﹤0.01%
315
405
$10K ﹤0.01%
80
406
$10K ﹤0.01%
115
407
$10K ﹤0.01%
493
408
$9K ﹤0.01%
200
-76
409
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105
410
$9K ﹤0.01%
312
411
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310
412
$9K ﹤0.01%
180
413
$9K ﹤0.01%
250
414
$9K ﹤0.01%
159
415
$9K ﹤0.01%
+187
416
$9K ﹤0.01%
32
-53
417
$8K ﹤0.01%
580
418
$8K ﹤0.01%
290
419
$8K ﹤0.01%
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420
$8K ﹤0.01%
100
421
$8K ﹤0.01%
545
422
$8K ﹤0.01%
67
423
$8K ﹤0.01%
235
424
$8K ﹤0.01%
320
425
$8K ﹤0.01%
340
15 16
17
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