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
526
$6K ﹤0.01%
71
+33
527
$6K ﹤0.01%
25
+19
528
$6K ﹤0.01%
109
529
$6K ﹤0.01%
+268
530
$6K ﹤0.01%
87
+24
531
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+16
532
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46
533
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128
534
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+64
535
$6K ﹤0.01%
+44
536
$6K ﹤0.01%
+550
537
$6K ﹤0.01%
101
538
$6K ﹤0.01%
1,500
539
$6K ﹤0.01%
174
+2
540
$6K ﹤0.01%
197
+52
541
$6K ﹤0.01%
245
+55
542
$5K ﹤0.01%
107
+70
543
$5K ﹤0.01%
+25
544
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152
+150
545
$5K ﹤0.01%
55
-59
546
$5K ﹤0.01%
+8
547
$5K ﹤0.01%
89
548
$5K ﹤0.01%
+100
549
$5K ﹤0.01%
95
550
$5K ﹤0.01%
195