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
576
$4K ﹤0.01%
44
+41
577
$3.98K ﹤0.01%
17
578
$3.97K ﹤0.01%
62
579
$3.93K ﹤0.01%
62
+7
580
$3.78K ﹤0.01%
6
-2
581
$3.77K ﹤0.01%
96
582
$3.77K ﹤0.01%
365
583
$3.75K ﹤0.01%
91
584
$3.74K ﹤0.01%
12
585
$3.7K ﹤0.01%
22
586
$3.69K ﹤0.01%
3,000
587
$3.67K ﹤0.01%
23
-19
588
$3.65K ﹤0.01%
69
-34
589
$3.65K ﹤0.01%
87
590
$3.65K ﹤0.01%
150
591
$3.61K ﹤0.01%
451
592
$3.55K ﹤0.01%
58
+49
593
$3.52K ﹤0.01%
66
-16
594
$3.5K ﹤0.01%
54
-5
595
$3.39K ﹤0.01%
33
+27
596
$3.35K ﹤0.01%
13
+10
597
$3.29K ﹤0.01%
22
598
$3.29K ﹤0.01%
+65
599
$3.23K ﹤0.01%
13
+9
600
$3.2K ﹤0.01%
70
22 23
24
25 26