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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
101
452
$6K ﹤0.01%
100
-53
453
$6K ﹤0.01%
56
454
$6K ﹤0.01%
1,033
455
$6K ﹤0.01%
210
456
$5K ﹤0.01%
110
457
$5K ﹤0.01%
416
458
$5K ﹤0.01%
140
459
$5K ﹤0.01%
235
460
$5K ﹤0.01%
85
-21
461
$5K ﹤0.01%
43
462
$5K ﹤0.01%
31
463
$5K ﹤0.01%
400
464
$5K ﹤0.01%
240
465
$5K ﹤0.01%
955
466
$5K ﹤0.01%
1,150
-21,720
467
$5K ﹤0.01%
140
468
$5K ﹤0.01%
434
469
$4K ﹤0.01%
19
470
$4K ﹤0.01%
45
471
$4K ﹤0.01%
85
-21
472
$4K ﹤0.01%
40
473
$4K ﹤0.01%
78
474
$4K ﹤0.01%
67
475
$4K ﹤0.01%
653
17 18
19
20 21