LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$2.56M
3
+$1.25M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.05M
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$997K

Top Sells

1
+$8.78M
2
+$3.18M
3
+$1.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Sector Composition

1 Energy 4.82%
2 Technology 3.72%
3 Healthcare 2.19%
4 Financials 1.73%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
78
452
$3K ﹤0.01%
95
-550
453
$3K ﹤0.01%
45
454
$3K ﹤0.01%
2,400
455
$3K ﹤0.01%
75
456
$2K ﹤0.01%
34
457
$2K ﹤0.01%
76
458
$2K ﹤0.01%
52
459
$2K ﹤0.01%
45
460
$2K ﹤0.01%
30
461
$2K ﹤0.01%
36
462
$2K ﹤0.01%
64
463
$2K ﹤0.01%
40
-132
464
$2K ﹤0.01%
49
465
$2K ﹤0.01%
11
466
$2K ﹤0.01%
44
467
$2K ﹤0.01%
137
468
$2K ﹤0.01%
34
469
$2K ﹤0.01%
8
470
$2K ﹤0.01%
9
471
$2K ﹤0.01%
14
472
$2K ﹤0.01%
49
473
$2K ﹤0.01%
89
474
$2K ﹤0.01%
104
475
$2K ﹤0.01%
22
17 18
19
20 21