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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.44%
101,406
+4,979
27
$2.49M 0.44%
139,466
-33,142
28
$2.19M 0.38%
20,454
+94
29
$2.14M 0.37%
13,270
+46
30
$1.91M 0.33%
5,002
31
$1.89M 0.33%
6,075
-89
32
$1.88M 0.33%
13,963
-1,295
33
$1.8M 0.32%
82,182
+8,412
34
$1.73M 0.3%
17,666
35
$1.69M 0.3%
37,053
-10,107
36
$1.68M 0.29%
10,159
37
$1.68M 0.29%
28,542
-9,790
38
$1.62M 0.28%
20,882
-4,905
39
$1.59M 0.28%
8,004
-4,469
40
$1.57M 0.27%
3,261
+15
41
$1.56M 0.27%
13,903
42
$1.53M 0.27%
13,686
-2,708
43
$1.5M 0.26%
53,112
-22,262
44
$1.47M 0.26%
8,154
-48
45
$1.44M 0.25%
19,381
46
$1.35M 0.24%
43,021
-16,785
47
$1.35M 0.24%
3,551
-1,112
48
$1.32M 0.23%
25,588
-514
49
$1.3M 0.23%
6,719
-4
50
$1.28M 0.22%
21,147
+6,948
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