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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.58%
25,881
-1,706
27
$2.06M 0.58%
120,504
-103,260
28
$1.95M 0.55%
6,265
-15
29
$1.93M 0.54%
7,972
-19
30
$1.92M 0.54%
5,020
-10
31
$1.88M 0.52%
66,926
-18,744
32
$1.78M 0.5%
16,088
-45
33
$1.77M 0.49%
7,602
-18
34
$1.77M 0.49%
47,820
+6,997
35
$1.73M 0.48%
24,665
-58
36
$1.67M 0.47%
19,021
+257
37
$1.62M 0.45%
27,084
+489
38
$1.6M 0.45%
6,308
-983
39
$1.59M 0.44%
21,176
-77
40
$1.56M 0.44%
11,835
-28
41
$1.54M 0.43%
19,438
+63
42
$1.5M 0.42%
6,302
-15
43
$1.49M 0.42%
25,883
-59
44
$1.39M 0.39%
59,410
-140
45
$1.38M 0.39%
51,300
46
$1.34M 0.37%
43,926
-105
47
$1.32M 0.37%
6,625
-15
48
$1.3M 0.36%
213,350
49
$1.29M 0.36%
82,028
-19,256
50
$1.27M 0.36%
32,323
-70
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