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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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%
177
-20
552
$5K ﹤0.01%
+120
553
$5K ﹤0.01%
50
554
$5K ﹤0.01%
16
555
$4K ﹤0.01%
65
556
$4K ﹤0.01%
224
557
$4K ﹤0.01%
82
558
$4K ﹤0.01%
136
559
$4K ﹤0.01%
77
+4
560
$4K ﹤0.01%
69
+53
561
$4K ﹤0.01%
11
+5
562
$4K ﹤0.01%
+1
563
$4K ﹤0.01%
23
564
$4K ﹤0.01%
47
565
$4K ﹤0.01%
103
+34
566
$4K ﹤0.01%
65
-21
567
$4K ﹤0.01%
91
568
$4K ﹤0.01%
162
569
$4K ﹤0.01%
550
570
$4K ﹤0.01%
23
571
$4K ﹤0.01%
375
+200
572
$4K ﹤0.01%
12
573
$4K ﹤0.01%
8
574
$4K ﹤0.01%
27
-120
575
$4K ﹤0.01%
35
21 22
23
24 25