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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
137
477
$8K ﹤0.01%
262
478
$8K ﹤0.01%
180
-30
479
$8K ﹤0.01%
320
480
$8K ﹤0.01%
286
-11
481
$8K ﹤0.01%
174
+4
482
$8K ﹤0.01%
165
483
$8K ﹤0.01%
142
+54
484
$7K ﹤0.01%
165
485
$7K ﹤0.01%
184
486
$7K ﹤0.01%
16
487
$7K ﹤0.01%
70
-35
488
$7K ﹤0.01%
122
+54
489
$7K ﹤0.01%
13
490
$7K ﹤0.01%
99
491
$7K ﹤0.01%
285
492
$7K ﹤0.01%
61
+1
493
$7K ﹤0.01%
122
+41
494
$7K ﹤0.01%
15
495
$7K ﹤0.01%
117
496
$7K ﹤0.01%
80
497
$7K ﹤0.01%
165
+162
498
$7K ﹤0.01%
45
-1
499
$7K ﹤0.01%
115
-70
500
$7K ﹤0.01%
344
18 19
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