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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-47
577
– –
-140
578
$0 ﹤0.01%
7
579
– –
-44
580
– –
-79
581
– –
-36
582
$0 ﹤0.01%
9
583
$0 ﹤0.01%
2,000
584
– –
-6,151
585
– –
-5
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