LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$2.56M
3
+$1.25M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.05M
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$997K

Top Sells

1
+$8.78M
2
+$3.18M
3
+$1.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.59M

Sector Composition

1 Energy 4.82%
2 Technology 3.72%
3 Healthcare 2.19%
4 Financials 1.73%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
36
477
$1K ﹤0.01%
7
-78
478
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84
479
$1K ﹤0.01%
21
-96
480
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50
-230
481
$1K ﹤0.01%
21
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482
$1K ﹤0.01%
38
483
$1K ﹤0.01%
3
-73
484
$1K ﹤0.01%
300
485
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150
486
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15
-192
487
$1K ﹤0.01%
20
488
$1K ﹤0.01%
52
489
$1K ﹤0.01%
54
490
$1K ﹤0.01%
2,000
491
$1K ﹤0.01%
30
492
$1K ﹤0.01%
+10
493
$1K ﹤0.01%
30
494
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495
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47
496
$1K ﹤0.01%
10
497
$1K ﹤0.01%
44
498
$0 ﹤0.01%
13
499
– –
-120
500
– –
-333
18 19
20
21 22