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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.74K ﹤0.01%
184
527
$5.7K ﹤0.01%
550
528
$5.69K ﹤0.01%
45
529
$5.66K ﹤0.01%
61
530
$5.63K ﹤0.01%
98
-44
531
$5.62K ﹤0.01%
154
+41
532
$5.61K ﹤0.01%
46
533
$5.44K ﹤0.01%
14
+3
534
$5.36K ﹤0.01%
86
535
$5.36K ﹤0.01%
162
536
$5.16K ﹤0.01%
89
537
$5.11K ﹤0.01%
101
538
$5.07K ﹤0.01%
205
539
$4.99K ﹤0.01%
100
540
$4.97K ﹤0.01%
118
541
$4.97K ﹤0.01%
44
542
$4.93K ﹤0.01%
2
543
$4.93K ﹤0.01%
27
544
$4.92K ﹤0.01%
120
545
$4.85K ﹤0.01%
25
546
$4.79K ﹤0.01%
49
+17
547
$4.78K ﹤0.01%
137
548
$4.73K ﹤0.01%
35
549
$4.66K ﹤0.01%
50
550
$4.64K ﹤0.01%
40
-21
20 21
22
23 24