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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
110
427
$5K ﹤0.01%
107
428
$4K ﹤0.01%
8
429
$4K ﹤0.01%
19
430
$4K ﹤0.01%
140
431
$4K ﹤0.01%
18
432
$4K ﹤0.01%
76
433
$4K ﹤0.01%
82
434
$4K ﹤0.01%
9
435
$4K ﹤0.01%
28
+9
436
$4K ﹤0.01%
39
437
$4K ﹤0.01%
67
-4,016
438
$4K ﹤0.01%
31
439
$4K ﹤0.01%
100
440
$4K ﹤0.01%
101
441
$4K ﹤0.01%
74
442
$4K ﹤0.01%
73
443
$4K ﹤0.01%
27
444
$4K ﹤0.01%
+500
445
$4K ﹤0.01%
109
446
$4K ﹤0.01%
11,626
447
$3K ﹤0.01%
+117
448
$3K ﹤0.01%
78
449
$3K ﹤0.01%
45
450
$3K ﹤0.01%
31
16 17
18
19 20