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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
196
+64
477
$8K ﹤0.01%
525
478
$8K ﹤0.01%
246
+56
479
$8K ﹤0.01%
80
480
$8K ﹤0.01%
200
481
$8K ﹤0.01%
59
-37
482
$8K ﹤0.01%
297
+225
483
$8K ﹤0.01%
170
-7
484
$8K ﹤0.01%
182
+48
485
$8K ﹤0.01%
1,033
-2,975
486
$8K ﹤0.01%
+61
487
$8K ﹤0.01%
23
+13
488
$8K ﹤0.01%
165
489
$8K ﹤0.01%
16
490
$8K ﹤0.01%
115
491
$8K ﹤0.01%
97
+2
492
$8K ﹤0.01%
+13
493
$8K ﹤0.01%
99
494
$8K ﹤0.01%
464
+63
495
$8K ﹤0.01%
285
496
$8K ﹤0.01%
184
497
$7K ﹤0.01%
184
+19
498
$7K ﹤0.01%
81
+40
499
$7K ﹤0.01%
105
500
$7K ﹤0.01%
141
-58
18 19
20
21 22