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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.7K ﹤0.01%
33
552
$3.66K ﹤0.01%
180
553
$3.64K ﹤0.01%
35
554
$3.63K ﹤0.01%
113
555
$3.6K ﹤0.01%
+43
556
$3.56K ﹤0.01%
52
557
$3.56K ﹤0.01%
8
558
$3.56K ﹤0.01%
45
559
$3.55K ﹤0.01%
69
560
$3.54K ﹤0.01%
+80
561
$3.4K ﹤0.01%
+41
562
$3.4K ﹤0.01%
52
563
$3.37K ﹤0.01%
60
564
$3.36K ﹤0.01%
+47
565
$3.33K ﹤0.01%
18
566
$3.32K ﹤0.01%
10
567
$3.32K ﹤0.01%
68
568
$3.29K ﹤0.01%
68
-316
569
$3.27K ﹤0.01%
66
570
$3.26K ﹤0.01%
25
571
$3.24K ﹤0.01%
4
572
$3.22K ﹤0.01%
65
573
$3.19K ﹤0.01%
126
574
$3.12K ﹤0.01%
79
575
$3.09K ﹤0.01%
100
-165
21 22
23
24 25