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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.47K ﹤0.01%
36
527
$4.46K ﹤0.01%
94
528
$4.41K ﹤0.01%
96
529
$4.41K ﹤0.01%
150
530
$4.41K ﹤0.01%
12
531
$4.39K ﹤0.01%
39
+18
532
$4.38K ﹤0.01%
259
533
$4.31K ﹤0.01%
74
+28
534
$4.24K ﹤0.01%
41
-9
535
$4.21K ﹤0.01%
22
536
$4.17K ﹤0.01%
180
537
$4.13K ﹤0.01%
23
538
$4.1K ﹤0.01%
20
+11
539
$4.08K ﹤0.01%
33
540
$4.07K ﹤0.01%
41
541
$4.04K ﹤0.01%
37
-66
542
$3.99K ﹤0.01%
42
+28
543
$3.94K ﹤0.01%
36
-16
544
$3.83K ﹤0.01%
23
545
$3.8K ﹤0.01%
20
546
$3.8K ﹤0.01%
27
547
$3.78K ﹤0.01%
394
-197
548
$3.78K ﹤0.01%
114
549
$3.78K ﹤0.01%
451
-116
550
$3.77K ﹤0.01%
65
20 21
22
23 24