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
576
$4K ﹤0.01%
47
577
$4K ﹤0.01%
103
+34
578
$4K ﹤0.01%
375
+200
579
$4K ﹤0.01%
35
580
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351
581
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17
+14
582
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136
583
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22
+5
584
$4K ﹤0.01%
50
585
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65
586
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224
587
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82
588
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136
589
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77
+4
590
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69
+53
591
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55
+25
592
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65
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91
595
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162
596
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550
597
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17
+1
598
$4K ﹤0.01%
365
599
$4K ﹤0.01%
151
600
$4K ﹤0.01%
150
22 23
24
25 26