LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
501
$7K ﹤0.01%
105
502
$7K ﹤0.01%
141
-58
503
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955
504
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40
+23
505
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20
+7
506
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117
507
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66
+52
508
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137
509
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93
+55
510
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148
+48
511
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46
+3
512
$7K ﹤0.01%
364
-62
513
$7K ﹤0.01%
344
+9
514
$7K ﹤0.01%
133
515
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62
516
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119
-15
517
$7K ﹤0.01%
+150
518
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370
519
$6K ﹤0.01%
305
520
$6K ﹤0.01%
162
521
$6K ﹤0.01%
+25
522
$6K ﹤0.01%
76
+49
523
$6K ﹤0.01%
+100
524
$6K ﹤0.01%
+31
525
$6K ﹤0.01%
70
-9
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