LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

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
501
$7K ﹤0.01%
45
-1
502
$7K ﹤0.01%
115
-70
503
$7K ﹤0.01%
344
504
$6K ﹤0.01%
+43
505
$6K ﹤0.01%
101
+14
506
$6K ﹤0.01%
955
507
$6K ﹤0.01%
17
+1
508
$6K ﹤0.01%
42
+2
509
$6K ﹤0.01%
49
+3
510
$6K ﹤0.01%
25
511
$6K ﹤0.01%
100
-100
512
$6K ﹤0.01%
+61
513
$6K ﹤0.01%
72
+62
514
$6K ﹤0.01%
10
+2
515
$6K ﹤0.01%
205
+52
516
$6K ﹤0.01%
245
517
$6K ﹤0.01%
46
-15
518
$6K ﹤0.01%
126
-15
519
$6K ﹤0.01%
3,000
520
$6K ﹤0.01%
1,033
521
$6K ﹤0.01%
133
+5
522
$6K ﹤0.01%
69
+5
523
$5K ﹤0.01%
61
+8
524
$5K ﹤0.01%
31
+3
525
$5K ﹤0.01%
115
19 20
21
22 23