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
$600M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.44M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
DINO icon
HF Sinclair
DINO
+$955K

Top Sells

1
+$8.64M
2
+$1.96M
3
+$1.55M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.22M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1M

Sector Composition

1 Financials 8.13%
2 Technology 5.19%
3 Energy 2.5%
4 Healthcare 2%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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502
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503
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506
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507
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509
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510
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511
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512
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513
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515
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517
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518
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519
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520
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521
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522
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523
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524
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525
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