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
576
$3.09K ﹤0.01%
113
577
$3.08K ﹤0.01%
+19
578
$3.07K ﹤0.01%
49
579
$3.07K ﹤0.01%
24
-30
580
$3.06K ﹤0.01%
73
581
$3.05K ﹤0.01%
27
582
$3.04K ﹤0.01%
45
583
$3.02K ﹤0.01%
40
584
$3.01K ﹤0.01%
90
585
$2.96K ﹤0.01%
26
586
$2.94K ﹤0.01%
10
587
$2.94K ﹤0.01%
85
588
$2.92K ﹤0.01%
19
-115
589
$2.92K ﹤0.01%
20
-24
590
$2.91K ﹤0.01%
22
591
$2.89K ﹤0.01%
+15
592
$2.83K ﹤0.01%
+35
593
$2.83K ﹤0.01%
13
594
$2.81K ﹤0.01%
12
595
$2.8K ﹤0.01%
167
-66
596
$2.75K ﹤0.01%
63
597
$2.75K ﹤0.01%
+14
598
$2.68K ﹤0.01%
53
599
$2.68K ﹤0.01%
90
600
$2.67K ﹤0.01%
116
22 23
24
25 26