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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
11
452
$3K ﹤0.01%
64
453
$3K ﹤0.01%
44
454
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25
455
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63
456
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34
457
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28
458
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38
459
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138
460
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96
461
$3K ﹤0.01%
90
462
$3K ﹤0.01%
150
463
$3K ﹤0.01%
100
464
$3K ﹤0.01%
24
465
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36
466
$3K ﹤0.01%
17
467
$3K ﹤0.01%
35
468
$3K ﹤0.01%
60
469
$3K ﹤0.01%
2,400
470
$3K ﹤0.01%
75
471
$2K ﹤0.01%
9
472
$2K ﹤0.01%
14
473
$2K ﹤0.01%
49
474
$2K ﹤0.01%
89
475
$2K ﹤0.01%
60
17 18
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20 21