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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
100
402
$7K ﹤0.01%
101
403
$7K ﹤0.01%
137
404
$7K ﹤0.01%
80
405
$7K ﹤0.01%
117
406
$7K ﹤0.01%
1,150
407
$7K ﹤0.01%
95
408
$7K ﹤0.01%
11
-5
409
$7K ﹤0.01%
333
-1,185
410
$7K ﹤0.01%
140
411
$7K ﹤0.01%
156
+77
412
$7K ﹤0.01%
340
413
$6K ﹤0.01%
561
414
$6K ﹤0.01%
38
415
$6K ﹤0.01%
452
416
$6K ﹤0.01%
653
417
$6K ﹤0.01%
85
418
$6K ﹤0.01%
184
419
$6K ﹤0.01%
76
420
$5K ﹤0.01%
2,400
421
$5K ﹤0.01%
+272
422
$5K ﹤0.01%
27
423
$5K ﹤0.01%
140
424
$5K ﹤0.01%
67
425
$5K ﹤0.01%
1,000
-1,000
15 16
17
18 19