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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K ﹤0.01%
+29
452
$10K ﹤0.01%
159
453
$10K ﹤0.01%
+69
454
$10K ﹤0.01%
+150
455
$10K ﹤0.01%
800
456
$10K ﹤0.01%
165
457
$9K ﹤0.01%
+120
458
$9K ﹤0.01%
174
+31
459
$9K ﹤0.01%
+500
460
$9K ﹤0.01%
48
+5
461
$9K ﹤0.01%
3,000
462
$9K ﹤0.01%
200
463
$9K ﹤0.01%
335
464
$9K ﹤0.01%
29
+8
465
$9K ﹤0.01%
52
-69
466
$9K ﹤0.01%
25
+2
467
$9K ﹤0.01%
42
+9
468
$9K ﹤0.01%
+89
469
$9K ﹤0.01%
262
470
$9K ﹤0.01%
320
471
$9K ﹤0.01%
233
+1
472
$9K ﹤0.01%
+366
473
$9K ﹤0.01%
50
474
$8K ﹤0.01%
165
475
$8K ﹤0.01%
115
17 18
19
20 21