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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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%
97
+2
477
$8K ﹤0.01%
+13
478
$8K ﹤0.01%
99
479
$8K ﹤0.01%
464
+63
480
$8K ﹤0.01%
285
481
$8K ﹤0.01%
196
+64
482
$8K ﹤0.01%
75
483
$8K ﹤0.01%
246
+56
484
$8K ﹤0.01%
80
485
$8K ﹤0.01%
200
486
$8K ﹤0.01%
59
-37
487
$8K ﹤0.01%
297
+225
488
$8K ﹤0.01%
170
-7
489
$8K ﹤0.01%
182
+48
490
$8K ﹤0.01%
1,033
-2,975
491
$8K ﹤0.01%
+61
492
$8K ﹤0.01%
23
+13
493
$8K ﹤0.01%
16
494
$8K ﹤0.01%
184
495
$8K ﹤0.01%
165
496
$8K ﹤0.01%
60
+2
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