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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.74K ﹤0.01%
16
477
$8.65K ﹤0.01%
187
-52
478
$8.45K ﹤0.01%
80
479
$8.44K ﹤0.01%
34
+9
480
$8.44K ﹤0.01%
230
-100
481
$8.36K ﹤0.01%
593
482
$8.32K ﹤0.01%
215
+150
483
$8.3K ﹤0.01%
117
484
$8.25K ﹤0.01%
115
485
$8.05K ﹤0.01%
344
486
$7.92K ﹤0.01%
21
-9
487
$7.92K ﹤0.01%
122
488
$7.81K ﹤0.01%
84
-5
489
$7.78K ﹤0.01%
165
490
$7.71K ﹤0.01%
94
+24
491
$7.7K ﹤0.01%
70
492
$7.36K ﹤0.01%
25
493
$7.36K ﹤0.01%
74
+69
494
$7.3K ﹤0.01%
49
495
$7.26K ﹤0.01%
119
496
$7.25K ﹤0.01%
250
497
$7.07K ﹤0.01%
+56
498
$6.96K ﹤0.01%
388
+135
499
$6.91K ﹤0.01%
61
500
$6.89K ﹤0.01%
955
18 19
20
21 22