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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.22K ﹤0.01%
955
477
$6.12K ﹤0.01%
53
-27
478
$6.07K ﹤0.01%
114
-1
479
$6.05K ﹤0.01%
48
+9
480
$6.01K ﹤0.01%
83
481
$5.87K ﹤0.01%
55
482
$5.85K ﹤0.01%
185
483
$5.73K ﹤0.01%
28
484
$5.72K ﹤0.01%
120
485
$5.71K ﹤0.01%
44
486
$5.69K ﹤0.01%
162
487
$5.64K ﹤0.01%
50
488
$5.59K ﹤0.01%
137
489
$5.57K ﹤0.01%
27
490
$5.55K ﹤0.01%
63
-344
491
$5.49K ﹤0.01%
107
492
$5.45K ﹤0.01%
163
-1,936
493
$5.41K ﹤0.01%
47
-625
494
$5.39K ﹤0.01%
44
495
$5.38K ﹤0.01%
365
496
$5.37K ﹤0.01%
6
497
$5.35K ﹤0.01%
101
498
$5.3K ﹤0.01%
50
499
$5.3K ﹤0.01%
155
-26
500
$5.3K ﹤0.01%
295
+203
18 19
20
21 22