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

Top Buys

1
+$3.01M
2
+$2.75M
3
+$1.81M
4
DVY icon
iShares Select Dividend ETF
DVY
+$923K
5
VICI icon
VICI Properties
VICI
+$872K

Top Sells

1
+$25.3M
2
+$19.3M
3
+$13.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.47M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.77M

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%
150
452
$2K ﹤0.01%
100
453
$2K ﹤0.01%
45
454
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36
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%
22
462
$1K ﹤0.01%
76
463
$1K ﹤0.01%
49
464
$1K ﹤0.01%
11
465
$1K ﹤0.01%
44
466
$1K ﹤0.01%
380
-425
467
$1K ﹤0.01%
51
-1
468
$1K ﹤0.01%
54
469
$1K ﹤0.01%
77
470
$1K ﹤0.01%
28
471
$1K ﹤0.01%
47
472
$1K ﹤0.01%
10
473
$1K ﹤0.01%
379
474
$1K ﹤0.01%
84
475
$1K ﹤0.01%
50
17 18
19
20 21