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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K ﹤0.01%
+201
402
$13K ﹤0.01%
51
-4
403
$13K ﹤0.01%
1,064
404
$13K ﹤0.01%
355
405
$13K ﹤0.01%
73
406
$13K ﹤0.01%
400
-43
407
$13K ﹤0.01%
42
-4
408
$13K ﹤0.01%
310
+110
409
$13K ﹤0.01%
367
+130
410
$13K ﹤0.01%
64
-15
411
$13K ﹤0.01%
8,600
412
$12K ﹤0.01%
+42
413
$12K ﹤0.01%
365
414
$12K ﹤0.01%
297
+97
415
$12K ﹤0.01%
86
+38
416
$12K ﹤0.01%
79
417
$12K ﹤0.01%
252
418
$12K ﹤0.01%
130
419
$12K ﹤0.01%
105
420
$12K ﹤0.01%
220
421
$12K ﹤0.01%
343
422
$12K ﹤0.01%
296
+250
423
$12K ﹤0.01%
+42
424
$12K ﹤0.01%
+200
425
$12K ﹤0.01%
+58
15 16
17
18 19