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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.59%
81,646
+14,720
27
$2.2M 0.57%
6,278
+13
28
$2.15M 0.56%
23,447
-10,293
29
$2.05M 0.53%
19,127
+106
30
$1.86M 0.48%
16,018
-70
31
$1.84M 0.48%
27,443
+359
32
$1.82M 0.47%
11,875
+40
33
$1.8M 0.47%
24,609
-56
34
$1.79M 0.47%
7,987
+15
35
$1.77M 0.46%
4,977
-43
36
$1.72M 0.45%
7,602
37
$1.67M 0.43%
6,349
+47
38
$1.55M 0.4%
18,724
-2,452
39
$1.47M 0.38%
18,824
-614
40
$1.45M 0.38%
32,326
+3
41
$1.44M 0.37%
6,250
-58
42
$1.44M 0.37%
79,754
-2,274
43
$1.43M 0.37%
6,603
-22
44
$1.41M 0.37%
15,140
-125
45
$1.39M 0.36%
51,300
46
$1.38M 0.36%
22,592
-3,291
47
$1.38M 0.36%
43,891
-35
48
$1.34M 0.35%
52,652
-6,758
49
$1.29M 0.34%
7,104
-38
50
$1.22M 0.32%
7,480
+1,700
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