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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
36
452
$2K ﹤0.01%
17
453
$2K ﹤0.01%
+50
454
$2K ﹤0.01%
2,400
455
$1K ﹤0.01%
8
456
$1K ﹤0.01%
82
457
$1K ﹤0.01%
49
458
$1K ﹤0.01%
7
459
$1K ﹤0.01%
30
460
$1K ﹤0.01%
89
461
$1K ﹤0.01%
84
462
$1K ﹤0.01%
21
463
$1K ﹤0.01%
21
464
$1K ﹤0.01%
22
465
$1K ﹤0.01%
76
466
$1K ﹤0.01%
40
467
$1K ﹤0.01%
49
468
$1K ﹤0.01%
11
469
$1K ﹤0.01%
44
470
$1K ﹤0.01%
380
-425
471
$1K ﹤0.01%
15
472
$1K ﹤0.01%
51
-1
473
$1K ﹤0.01%
54
474
$1K ﹤0.01%
77
475
$1K ﹤0.01%
28
17 18
19
20 21