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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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%
119
502
$7K ﹤0.01%
49
+33
503
$7K ﹤0.01%
370
504
$6K ﹤0.01%
126
-15
505
$6K ﹤0.01%
3,000
506
$6K ﹤0.01%
+43
507
$6K ﹤0.01%
101
+14
508
$6K ﹤0.01%
955
509
$6K ﹤0.01%
17
+1
510
$6K ﹤0.01%
42
+2
511
$6K ﹤0.01%
49
+3
512
$6K ﹤0.01%
133
+5
513
$6K ﹤0.01%
69
+5
514
$6K ﹤0.01%
25
515
$6K ﹤0.01%
100
-100
516
$6K ﹤0.01%
+61
517
$6K ﹤0.01%
72
+62
518
$6K ﹤0.01%
10
+2
519
$6K ﹤0.01%
205
+52
520
$6K ﹤0.01%
245
521
$6K ﹤0.01%
1,033
522
$6K ﹤0.01%
46
-15
523
$5K ﹤0.01%
59
-12
524
$5K ﹤0.01%
61
+9
525
$5K ﹤0.01%
25
19 20
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