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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.46%
16,255
-638
27
$2.49M 0.46%
97,956
-29,411
28
$2.44M 0.45%
4,752
+60
29
$2.39M 0.44%
49,170
+90
30
$2.29M 0.42%
87,257
-437
31
$2.27M 0.42%
53,384
+95
32
$2.26M 0.41%
22,187
-7,565
33
$2.21M 0.41%
28,592
+81
34
$2.16M 0.4%
12,242
+12,222
35
$2.02M 0.37%
67,779
+591
36
$2.01M 0.37%
20,393
-7
37
$2.01M 0.37%
78,924
+52,930
38
$1.85M 0.34%
21,858
-93
39
$1.79M 0.33%
15,720
+191
40
$1.76M 0.32%
20,497
+190
41
$1.75M 0.32%
6,070
+74
42
$1.74M 0.32%
23,410
+196
43
$1.68M 0.31%
18,557
+2,129
44
$1.67M 0.31%
34,343
-15,991
45
$1.65M 0.3%
11,569
+155
46
$1.65M 0.3%
165,206
47
$1.64M 0.3%
29,538
-18,022
48
$1.63M 0.3%
6,362
-80
49
$1.53M 0.28%
8,863
+1,693
50
$1.51M 0.28%
+58,250
1
2
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