LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

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%
355
402
$12K ﹤0.01%
201
403
$12K ﹤0.01%
364
+3
404
$12K ﹤0.01%
344
+1
405
$12K ﹤0.01%
135
406
$12K ﹤0.01%
75
407
$12K ﹤0.01%
58
+16
408
$12K ﹤0.01%
100
409
$12K ﹤0.01%
45
+30
410
$12K ﹤0.01%
79
411
$12K ﹤0.01%
123
-10
412
$12K ﹤0.01%
150
413
$11K ﹤0.01%
365
414
$11K ﹤0.01%
800
415
$11K ﹤0.01%
180
-3
416
$11K ﹤0.01%
360
-1
417
$11K ﹤0.01%
220
418
$11K ﹤0.01%
74
419
$11K ﹤0.01%
579
+215
420
$11K ﹤0.01%
421
421
$11K ﹤0.01%
400
-250
422
$11K ﹤0.01%
104
+4
423
$11K ﹤0.01%
8,600
424
$11K ﹤0.01%
943
-50
425
$11K ﹤0.01%
130
15 16
17
18 19