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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
75
427
$2K ﹤0.01%
85
428
$2K ﹤0.01%
600
429
$2K ﹤0.01%
9
430
$2K ﹤0.01%
5
-51
431
$2K ﹤0.01%
14
432
$2K ﹤0.01%
104
433
$2K ﹤0.01%
78
434
$2K ﹤0.01%
95
435
$2K ﹤0.01%
10
-100
436
$2K ﹤0.01%
31
437
$2K ﹤0.01%
34
438
$2K ﹤0.01%
40
439
$2K ﹤0.01%
64
440
$2K ﹤0.01%
63
441
$2K ﹤0.01%
137
442
$2K ﹤0.01%
34
443
$2K ﹤0.01%
28
444
$2K ﹤0.01%
96
445
$2K ﹤0.01%
90
446
$2K ﹤0.01%
150
447
$2K ﹤0.01%
100
448
$2K ﹤0.01%
45
449
$2K ﹤0.01%
30
450
$2K ﹤0.01%
24
16 17
18
19 20