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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$9.99M
3 +$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1 +$4.94M
2 +$4.86M
3 +$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

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%
109
527
$6K ﹤0.01%
+268
528
$6K ﹤0.01%
87
+24
529
$6K ﹤0.01%
+16
530
$6K ﹤0.01%
305
531
$6K ﹤0.01%
162
532
$6K ﹤0.01%
46
533
$6K ﹤0.01%
128
534
$6K ﹤0.01%
+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%
+175
543
$5K ﹤0.01%
+28
544
$5K ﹤0.01%
71
+9
545
$5K ﹤0.01%
135
546
$5K ﹤0.01%
267
+15
547
$5K ﹤0.01%
+258
548
$5K ﹤0.01%
89
549
$5K ﹤0.01%
+100
550
$5K ﹤0.01%
95