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
501
$7K ﹤0.01%
102
-15
502
$7K ﹤0.01%
15
+11
503
$7K ﹤0.01%
955
504
$7K ﹤0.01%
40
+23
505
$7K ﹤0.01%
20
+7
506
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117
507
$7K ﹤0.01%
66
+52
508
$7K ﹤0.01%
137
509
$7K ﹤0.01%
93
+55
510
$7K ﹤0.01%
148
+48
511
$7K ﹤0.01%
46
+3
512
$7K ﹤0.01%
364
-62
513
$7K ﹤0.01%
344
+9
514
$7K ﹤0.01%
150
515
$7K ﹤0.01%
62
516
$7K ﹤0.01%
119
-15
517
$7K ﹤0.01%
+150
518
$7K ﹤0.01%
370
519
$6K ﹤0.01%
+25
520
$6K ﹤0.01%
76
+49
521
$6K ﹤0.01%
+100
522
$6K ﹤0.01%
+31
523
$6K ﹤0.01%
70
-9
524
$6K ﹤0.01%
71
+33
525
$6K ﹤0.01%
25
+19
19 20
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