LF
Lee Financial Portfolio holdings
AUM
$697M
1-Year Return
15.8%
This Quarter Return
+6.5%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$471M
AUM Growth
+$49.8M
(+12%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
57.18%
Holding
708
New
214
Increased
102
Reduced
104
Closed
31
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.58M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$2.11M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.79M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.17M |
| 5 |
Ecolab
ECL
|
+$1.06M |
Sector Composition
| 1 | Financials | 7.17% |
| 2 | Technology | 5.36% |
| 3 | Energy | 3.22% |
| 4 | Real Estate | 2.9% |
| 5 | Healthcare | 2.18% |
