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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
64
477
$2K ﹤0.01%
137
478
$2K ﹤0.01%
52
479
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45
480
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30
481
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77
-300
482
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10
483
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104
-580
484
$2K ﹤0.01%
34
485
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76
486
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40
487
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+12
488
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489
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+57
490
$2K ﹤0.01%
11
491
$2K ﹤0.01%
44
492
$1K ﹤0.01%
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493
$1K ﹤0.01%
333
494
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30
495
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84
496
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22
497
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38
498
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300
499
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150
500
$1K ﹤0.01%
20
18 19
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