LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.75M
3
+$1.81M
4
DVY icon
iShares Select Dividend ETF
DVY
+$923K
5
VICI icon
VICI Properties
VICI
+$872K

Top Sells

1
+$25.3M
2
+$19.3M
3
+$13.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.47M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.77M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
54
477
$1K ﹤0.01%
77
478
$1K ﹤0.01%
379
479
– –
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480
$0 ﹤0.01%
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481
– –
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482
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483
$0 ﹤0.01%
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485
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486
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488
$0 ﹤0.01%
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489
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490
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-700
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494
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$0 ﹤0.01%
3
498
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$0 ﹤0.01%
3
18 19
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