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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$4.35M
3 +$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1 +$13.3M
2 +$12.4M
3 +$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8.85K ﹤0.01%
193
+1
427
$8.82K ﹤0.01%
202
428
$8.76K ﹤0.01%
134
-86
429
$8.71K ﹤0.01%
59
430
$8.52K ﹤0.01%
46
431
$8.49K ﹤0.01%
184
432
$8.49K ﹤0.01%
165
433
$8.45K ﹤0.01%
46
434
$8.3K ﹤0.01%
+120
435
$8.26K ﹤0.01%
302
436
$8.26K ﹤0.01%
80
437
$8.24K ﹤0.01%
262
438
$8.18K ﹤0.01%
165
439
$8.15K ﹤0.01%
180
440
$8.13K ﹤0.01%
44
441
$8.11K ﹤0.01%
70
442
$8.1K ﹤0.01%
184
443
$8.06K ﹤0.01%
18
444
$7.99K ﹤0.01%
637
445
$7.96K ﹤0.01%
78
+28
446
$7.9K ﹤0.01%
+1,195
447
$7.84K ﹤0.01%
39
448
$7.84K ﹤0.01%
225
449
$7.76K ﹤0.01%
250
450
$7.7K ﹤0.01%
67
+1