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
551
$5K ﹤0.01%
195
552
$5K ﹤0.01%
365
553
$5K ﹤0.01%
351
+316
554
$5K ﹤0.01%
202
555
$5K ﹤0.01%
81
+37
556
$5K ﹤0.01%
452
-149
557
$5K ﹤0.01%
+99
558
$5K ﹤0.01%
+447
559
$5K ﹤0.01%
68
+2
560
$5K ﹤0.01%
+73
561
$5K ﹤0.01%
86
-27
562
$5K ﹤0.01%
107
+70
563
$5K ﹤0.01%
+25
564
$5K ﹤0.01%
152
+150
565
$5K ﹤0.01%
55
-59
566
$5K ﹤0.01%
+8
567
$5K ﹤0.01%
50
568
$5K ﹤0.01%
+120
569
$5K ﹤0.01%
35
570
$5K ﹤0.01%
16
+10
571
$5K ﹤0.01%
104
-49
572
$5K ﹤0.01%
111
-21
573
$5K ﹤0.01%
88
+28
574
$4K ﹤0.01%
+53
575
$4K ﹤0.01%
94
21 22
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