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
526
$5K ﹤0.01%
20
+1
527
$5K ﹤0.01%
109
528
$5K ﹤0.01%
+50
529
$5K ﹤0.01%
45
+26
530
$5K ﹤0.01%
113
531
$5K ﹤0.01%
25
+12
532
$5K ﹤0.01%
162
533
$5K ﹤0.01%
66
-2
534
$5K ﹤0.01%
44
535
$5K ﹤0.01%
86
536
$5K ﹤0.01%
110
+3
537
$5K ﹤0.01%
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-31
538
$5K ﹤0.01%
54
+46
539
$5K ﹤0.01%
101
540
$5K ﹤0.01%
61
+8
541
$5K ﹤0.01%
31
+3
542
$5K ﹤0.01%
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543
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544
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545
$5K ﹤0.01%
50
+31
546
$5K ﹤0.01%
250
-8
547
$5K ﹤0.01%
89
548
$5K ﹤0.01%
70
549
$5K ﹤0.01%
174
550
$5K ﹤0.01%
+100
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