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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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%
365
552
$5K ﹤0.01%
351
+316
553
$5K ﹤0.01%
+175
554
$5K ﹤0.01%
+28
555
$5K ﹤0.01%
71
+9
556
$5K ﹤0.01%
135
557
$5K ﹤0.01%
267
+15
558
$5K ﹤0.01%
+258
559
$5K ﹤0.01%
202
560
$5K ﹤0.01%
81
+37
561
$5K ﹤0.01%
452
-149
562
$5K ﹤0.01%
+99
563
$5K ﹤0.01%
+447
564
$5K ﹤0.01%
68
+2
565
$5K ﹤0.01%
+73
566
$5K ﹤0.01%
86
-27
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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