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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
89
-7
452
$9K ﹤0.01%
165
453
$9K ﹤0.01%
375
+173
454
$9K ﹤0.01%
310
455
$9K ﹤0.01%
335
456
$9K ﹤0.01%
30
+10
457
$9K ﹤0.01%
1,150
458
$9K ﹤0.01%
73
+70
459
$9K ﹤0.01%
25
460
$9K ﹤0.01%
250
461
$9K ﹤0.01%
29
462
$9K ﹤0.01%
159
463
$9K ﹤0.01%
234
+1
464
$9K ﹤0.01%
+30
465
$8K ﹤0.01%
330
+155
466
$8K ﹤0.01%
32
+9
467
$8K ﹤0.01%
182
+8
468
$8K ﹤0.01%
35
+10
469
$8K ﹤0.01%
500
470
$8K ﹤0.01%
211
-86
471
$8K ﹤0.01%
44
-4
472
$8K ﹤0.01%
57
-42
473
$8K ﹤0.01%
+55
474
$8K ﹤0.01%
+190
475
$8K ﹤0.01%
593
+141
17 18
19
20 21