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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 0.46%
57,019
-4,901
27
$2.41M 0.45%
4,770
+18
28
$2.26M 0.42%
50,970
+1,800
29
$2.25M 0.42%
28,648
+56
30
$2.24M 0.42%
88,774
+9,850
31
$2.22M 0.42%
16,572
+317
32
$2.18M 0.41%
53,489
+105
33
$2.1M 0.39%
12,292
+50
34
$2.03M 0.38%
67,914
+135
35
$1.99M 0.37%
85,622
-1,635
36
$1.98M 0.37%
88,414
-9,542
37
$1.82M 0.34%
165,206
38
$1.8M 0.34%
18,673
-3,514
39
$1.77M 0.33%
15,785
+65
40
$1.76M 0.33%
20,123
-374
41
$1.73M 0.32%
67,920
+9,670
42
$1.72M 0.32%
18,567
+10
43
$1.71M 0.32%
20,538
+145
44
$1.7M 0.32%
23,470
+60
45
$1.67M 0.31%
11,590
+21
46
$1.64M 0.31%
6,090
+20
47
$1.64M 0.31%
86,728
+16,192
48
$1.56M 0.29%
29,296
+75
49
$1.55M 0.29%
21,895
+37
50
$1.52M 0.28%
25,324
+1
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