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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.46%
16,740
+168
27
$2.69M 0.46%
31,746
-2,613
28
$2.56M 0.44%
4,836
+66
29
$2.43M 0.41%
29,014
+366
30
$2.41M 0.41%
86,904
+1,282
31
$2.36M 0.4%
12,884
+592
32
$2.23M 0.38%
68,789
+875
33
$2.22M 0.38%
20,123
34
$2.21M 0.38%
93,299
+4,885
35
$2.1M 0.36%
54,079
+590
36
$2.08M 0.36%
44,608
-12,411
37
$2.05M 0.35%
20,290
-248
38
$2.01M 0.34%
13,829
+3,468
39
$1.96M 0.33%
18,780
+213
40
$1.96M 0.33%
165,206
41
$1.92M 0.33%
29,736
+440
42
$1.83M 0.31%
15,874
+89
43
$1.75M 0.3%
67,920
44
$1.74M 0.3%
68,780
-19,994
45
$1.74M 0.3%
5,334
-756
46
$1.7M 0.29%
22,246
+351
47
$1.66M 0.28%
23,701
+231
48
$1.57M 0.27%
11,685
+95
49
$1.55M 0.26%
29,274
+3,950
50
$1.51M 0.26%
9,136
+40
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