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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4.62K ﹤0.01%
16
552
$4.58K ﹤0.01%
287
+259
553
$4.57K ﹤0.01%
+107
554
$4.53K ﹤0.01%
351
555
$4.5K ﹤0.01%
17
-3
556
$4.46K ﹤0.01%
138
+2
557
$4.43K ﹤0.01%
65
558
$4.43K ﹤0.01%
+76
559
$4.36K ﹤0.01%
180
560
$4.35K ﹤0.01%
375
561
$4.34K ﹤0.01%
49
-20
562
$4.33K ﹤0.01%
111
563
$4.33K ﹤0.01%
117
564
$4.32K ﹤0.01%
53
-12
565
$4.3K ﹤0.01%
50
566
$4.26K ﹤0.01%
50
567
$4.25K ﹤0.01%
6
-7
568
$4.24K ﹤0.01%
50
569
$4.21K ﹤0.01%
60
570
$4.18K ﹤0.01%
94
571
$4.09K ﹤0.01%
+29
572
$4.03K ﹤0.01%
2
573
$4.03K ﹤0.01%
23
574
$4.01K ﹤0.01%
135
575
$4.01K ﹤0.01%
47
21 22
23
24 25