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
501
$5.26K ﹤0.01%
45
-127
502
$5.2K ﹤0.01%
130
503
$5.16K ﹤0.01%
11
504
$5.09K ﹤0.01%
53
505
$5.08K ﹤0.01%
678
+515
506
$5.01K ﹤0.01%
100
507
$4.99K ﹤0.01%
2
508
$4.99K ﹤0.01%
147
-29
509
$4.97K ﹤0.01%
351
510
$4.92K ﹤0.01%
45
-16
511
$4.92K ﹤0.01%
22
-10
512
$4.88K ﹤0.01%
114
-45
513
$4.88K ﹤0.01%
47
+22
514
$4.87K ﹤0.01%
452
-141
515
$4.85K ﹤0.01%
115
516
$4.83K ﹤0.01%
79
517
$4.8K ﹤0.01%
301
-334
518
$4.78K ﹤0.01%
+75
519
$4.77K ﹤0.01%
478
520
$4.73K ﹤0.01%
36
-3
521
$4.72K ﹤0.01%
43
+18
522
$4.58K ﹤0.01%
29
523
$4.53K ﹤0.01%
550
524
$4.51K ﹤0.01%
76
525
$4.48K ﹤0.01%
71
19 20
21
22 23