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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13.8K ﹤0.01%
58
402
$13.7K ﹤0.01%
305
+120
403
$13.6K ﹤0.01%
100
404
$13.5K ﹤0.01%
50
+20
405
$13.5K ﹤0.01%
32
+9
406
$13.4K ﹤0.01%
135
407
$12.9K ﹤0.01%
220
408
$12.9K ﹤0.01%
130
409
$12.8K ﹤0.01%
75
410
$12.8K ﹤0.01%
365
411
$12.8K ﹤0.01%
50
412
$12.7K ﹤0.01%
360
413
$12.6K ﹤0.01%
426
+5
414
$12.5K ﹤0.01%
201
415
$12.5K ﹤0.01%
345
+1
416
$12.4K ﹤0.01%
189
417
$12.4K ﹤0.01%
74
418
$12.3K ﹤0.01%
54
-90
419
$12.3K ﹤0.01%
123
420
$12.2K ﹤0.01%
600
421
$12.1K ﹤0.01%
150
422
$12K ﹤0.01%
510
423
$11.9K ﹤0.01%
1,044
-325
424
$11.8K ﹤0.01%
80
+25
425
$11.8K ﹤0.01%
59
-8
15 16
17
18 19