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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K ﹤0.01%
185
402
$12K ﹤0.01%
201
403
$12K ﹤0.01%
79
404
$12K ﹤0.01%
123
-10
405
$12K ﹤0.01%
150
406
$12K ﹤0.01%
364
+3
407
$12K ﹤0.01%
344
+1
408
$12K ﹤0.01%
135
409
$12K ﹤0.01%
75
410
$12K ﹤0.01%
58
+16
411
$12K ﹤0.01%
100
412
$12K ﹤0.01%
45
+30
413
$11K ﹤0.01%
943
-50
414
$11K ﹤0.01%
365
415
$11K ﹤0.01%
800
416
$11K ﹤0.01%
130
417
$11K ﹤0.01%
180
-3
418
$11K ﹤0.01%
360
-1
419
$11K ﹤0.01%
220
420
$11K ﹤0.01%
74
421
$11K ﹤0.01%
579
+215
422
$11K ﹤0.01%
421
423
$11K ﹤0.01%
400
-250
424
$11K ﹤0.01%
104
+4
425
$11K ﹤0.01%
8,600
15 16
17
18 19