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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.64K ﹤0.01%
245
452
$7.6K ﹤0.01%
324
+9
453
$7.57K ﹤0.01%
80
-6
454
$7.46K ﹤0.01%
58
455
$7.25K ﹤0.01%
175
456
$7.21K ﹤0.01%
25
457
$7.16K ﹤0.01%
165
-185
458
$7.11K ﹤0.01%
209
459
$7.02K ﹤0.01%
182
460
$7.02K ﹤0.01%
65
461
$7.01K ﹤0.01%
60
462
$6.98K ﹤0.01%
1,033
463
$6.97K ﹤0.01%
208
+10
464
$6.95K ﹤0.01%
44
465
$6.91K ﹤0.01%
109
466
$6.9K ﹤0.01%
95
-50
467
$6.74K ﹤0.01%
12
468
$6.74K ﹤0.01%
27
+17
469
$6.69K ﹤0.01%
155
470
$6.62K ﹤0.01%
300
471
$6.55K ﹤0.01%
45
472
$6.54K ﹤0.01%
+26
473
$6.48K ﹤0.01%
+80
474
$6.42K ﹤0.01%
14
475
$6.35K ﹤0.01%
1
17 18
19
20 21