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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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%
155
427
$10K ﹤0.01%
302
428
$10K ﹤0.01%
350
+230
429
$10K ﹤0.01%
65
+1
430
$10K ﹤0.01%
+220
431
$10K ﹤0.01%
+133
432
$10K ﹤0.01%
675
-9
433
$10K ﹤0.01%
23
-4
434
$10K ﹤0.01%
85
-1
435
$10K ﹤0.01%
184
436
$10K ﹤0.01%
145
+40
437
$10K ﹤0.01%
252
438
$10K ﹤0.01%
200
439
$10K ﹤0.01%
154
-81
440
$10K ﹤0.01%
38
+9
441
$10K ﹤0.01%
282
-14
442
$10K ﹤0.01%
510
443
$10K ﹤0.01%
235
444
$10K ﹤0.01%
250
+50
445
$10K ﹤0.01%
684
446
$10K ﹤0.01%
110
+55
447
$10K ﹤0.01%
59
-5
448
$9K ﹤0.01%
355
449
$9K ﹤0.01%
109
-700
450
$9K ﹤0.01%
239
+177
16 17
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