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
$600M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$2.56M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.46M
5
DINO icon
HF Sinclair
DINO
+$1.01M

Top Sells

1
+$8.99M
2
+$2.06M
3
+$1.54M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.23M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.06M

Sector Composition

1 Financials 8.13%
2 Technology 5.19%
3 Energy 2.5%
4 Healthcare 2%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.39%
12,844
-128
27
$2.22M 0.37%
5,780
-74
28
$2.2M 0.37%
89,500
+100
29
$2.02M 0.34%
27,181
-5,202
30
$2.01M 0.34%
10,757
-513
31
$2M 0.33%
4,629
-45
32
$1.88M 0.31%
49,130
-476
33
$1.87M 0.31%
14,149
-119
34
$1.7M 0.28%
7,433
-142
35
$1.68M 0.28%
8,177
+123
36
$1.62M 0.27%
82,900
-2,720
37
$1.61M 0.27%
16,236
-12,379
38
$1.59M 0.27%
12,982
-108
39
$1.58M 0.26%
7,898
+2,978
40
$1.54M 0.26%
19,331
-186
41
$1.53M 0.26%
16,299
-145
42
$1.52M 0.25%
3,078
-64
43
$1.52M 0.25%
3,270
-33
44
$1.49M 0.25%
16,263
-268
45
$1.47M 0.24%
23,929
+1,565
46
$1.47M 0.24%
1,762
-9
47
$1.46M 0.24%
17,973
-131
48
$1.45M 0.24%
22,965
-58
49
$1.44M 0.24%
49,340
+887
50
$1.38M 0.23%
9,294
-2,077
1
2
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