LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
23
-4
427
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85
-1
428
$10K ﹤0.01%
184
429
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145
+40
430
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252
431
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200
432
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154
-81
433
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38
+9
434
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155
435
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282
-14
436
$10K ﹤0.01%
510
437
$10K ﹤0.01%
235
438
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250
+50
439
$10K ﹤0.01%
684
440
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110
+55
441
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59
-5
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302
443
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350
+230
444
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65
+1
445
$10K ﹤0.01%
+220
446
$10K ﹤0.01%
+133
447
$10K ﹤0.01%
675
-9
448
$9K ﹤0.01%
355
449
$9K ﹤0.01%
109
-700
450
$9K ﹤0.01%
239
+177
16 17
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