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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

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%
115
527
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528
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100
529
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+31
530
$5K ﹤0.01%
250
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531
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532
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533
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-12
534
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+9
535
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25
536
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20
+1
537
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538
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+50
539
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45
+26
540
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113
541
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25
+12
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543
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545
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+3
546
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-31
547
$5K ﹤0.01%
54
+46
548
$5K ﹤0.01%
101
549
$5K ﹤0.01%
174
550
$5K ﹤0.01%
+100
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