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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 0.67%
201,704
27
$2.83M 0.64%
20,376
+55
28
$2.77M 0.62%
173,914
-8,544
29
$2.66M 0.6%
36,016
+915
30
$2.18M 0.49%
37,380
+20
31
$2.1M 0.47%
18,537
-3,702
32
$1.96M 0.44%
75,407
33
$1.84M 0.41%
8,338
+5
34
$1.83M 0.41%
4,685
+26
35
$1.68M 0.38%
20,937
-1,159
36
$1.67M 0.38%
21,100
+100
37
$1.6M 0.36%
32,323
-350
38
$1.58M 0.36%
76,644
+966
39
$1.52M 0.34%
7,010
40
$1.47M 0.33%
7,595
-300
41
$1.46M 0.33%
84,531
+350
42
$1.45M 0.33%
52,380
+550
43
$1.44M 0.32%
18,982
+2,801
44
$1.43M 0.32%
7,245
+55
45
$1.43M 0.32%
28,061
+2,925
46
$1.38M 0.31%
16,619
+55
47
$1.36M 0.31%
6,456
48
$1.33M 0.3%
6,877
49
$1.33M 0.3%
18,648
+60
50
$1.29M 0.29%
6,189
-100
1
2
3 4 5