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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11.7K ﹤0.01%
+42
427
$11.6K ﹤0.01%
220
428
$11.6K ﹤0.01%
400
429
$11.5K ﹤0.01%
235
430
$11.5K ﹤0.01%
282
431
$11.5K ﹤0.01%
250
432
$11.4K ﹤0.01%
43
+21
433
$11.4K ﹤0.01%
72
+27
434
$11.3K ﹤0.01%
104
435
$11.2K ﹤0.01%
302
436
$11.1K ﹤0.01%
84
+27
437
$11K ﹤0.01%
336
+50
438
$10.9K ﹤0.01%
95
-11
439
$10.9K ﹤0.01%
133
440
$10.9K ﹤0.01%
1,394
-1,900
441
$10.9K ﹤0.01%
29
+4
442
$10.8K ﹤0.01%
145
443
$10.8K ﹤0.01%
35
444
$10.8K ﹤0.01%
165
445
$10.7K ﹤0.01%
141
+40
446
$10.6K ﹤0.01%
155
447
$10.5K ﹤0.01%
122
448
$10.5K ﹤0.01%
184
449
$10.4K ﹤0.01%
300
-64
450
$10.2K ﹤0.01%
684
16 17
18
19 20