LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
551
$5K ﹤0.01%
110
+3
552
$5K ﹤0.01%
66
-2
553
$5K ﹤0.01%
44
554
$5K ﹤0.01%
117
-31
555
$4K ﹤0.01%
59
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556
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12
+2
557
$4K ﹤0.01%
135
558
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94
559
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50
-26
560
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+2
561
$4K ﹤0.01%
118
562
$4K ﹤0.01%
100
563
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97
564
$4K ﹤0.01%
60
565
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44
566
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6
567
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568
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569
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570
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27
-120
571
$4K ﹤0.01%
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572
$4K ﹤0.01%
180
573
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117
-24
574
$4K ﹤0.01%
60
+10
575
$4K ﹤0.01%
+1
21 22
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