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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
421
+8
427
$12K ﹤0.01%
302
428
$12K ﹤0.01%
684
+9
429
$11K ﹤0.01%
600
430
$11K ﹤0.01%
105
431
$11K ﹤0.01%
+425
432
$11K ﹤0.01%
155
+40
433
$11K ﹤0.01%
75
+63
434
$11K ﹤0.01%
74
435
$11K ﹤0.01%
87
436
$11K ﹤0.01%
+510
437
$11K ﹤0.01%
235
438
$11K ﹤0.01%
100
439
$11K ﹤0.01%
64
+54
440
$11K ﹤0.01%
2,400
441
$10K ﹤0.01%
355
442
$10K ﹤0.01%
+69
443
$10K ﹤0.01%
+6
444
$10K ﹤0.01%
235
-30
445
$10K ﹤0.01%
96
+38
446
$10K ﹤0.01%
800
447
$10K ﹤0.01%
310
448
$10K ﹤0.01%
183
+3
449
$10K ﹤0.01%
100
450
$10K ﹤0.01%
1,150
16 17
18
19 20