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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.2K ﹤0.01%
250
452
$10.2K ﹤0.01%
159
453
$10.1K ﹤0.01%
38
-10
454
$10.1K ﹤0.01%
86
-24
455
$10K ﹤0.01%
335
456
$10K ﹤0.01%
220
+185
457
$9.98K ﹤0.01%
235
+1
458
$9.88K ﹤0.01%
200
459
$9.88K ﹤0.01%
355
460
$9.85K ﹤0.01%
310
461
$9.84K ﹤0.01%
1,150
462
$9.77K ﹤0.01%
675
463
$9.76K ﹤0.01%
29
-3
464
$9.71K ﹤0.01%
44
465
$9.66K ﹤0.01%
350
466
$9.61K ﹤0.01%
211
467
$9.6K ﹤0.01%
109
468
$9.53K ﹤0.01%
65
469
$9.3K ﹤0.01%
147
-35
470
$9.25K ﹤0.01%
285
471
$9.23K ﹤0.01%
320
472
$9.12K ﹤0.01%
165
473
$9.03K ﹤0.01%
500
474
$8.99K ﹤0.01%
252
475
$8.89K ﹤0.01%
262
17 18
19
20 21