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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10.5K ﹤0.01%
79
402
$10.5K ﹤0.01%
129
403
$10.4K ﹤0.01%
198
404
$10.4K ﹤0.01%
250
405
$10.3K ﹤0.01%
+327
406
$9.99K ﹤0.01%
159
407
$9.88K ﹤0.01%
59
408
$9.83K ﹤0.01%
+150
409
$9.63K ﹤0.01%
437
410
$9.54K ﹤0.01%
300
411
$9.51K ﹤0.01%
500
412
$9.47K ﹤0.01%
365
413
$9.44K ﹤0.01%
675
414
$9.38K ﹤0.01%
139
+28
415
$9.36K ﹤0.01%
1,150
416
$9.32K ﹤0.01%
165
417
$9.29K ﹤0.01%
244
-19
418
$9.21K ﹤0.01%
245
419
$9.2K ﹤0.01%
214
420
$9.13K ﹤0.01%
252
421
$9.12K ﹤0.01%
326
-1
422
$9.09K ﹤0.01%
109
423
$9.03K ﹤0.01%
167
424
$8.9K ﹤0.01%
660
425
$8.89K ﹤0.01%
20
-11
15 16
17
18 19