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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
141
+58
602
$4K ﹤0.01%
+50
603
$4K ﹤0.01%
44
+24
604
$4K ﹤0.01%
136
605
$4K ﹤0.01%
+50
606
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52
+36
607
$4K ﹤0.01%
+180
608
$4K ﹤0.01%
19
609
$3K ﹤0.01%
40
610
$3K ﹤0.01%
+118
611
$3K ﹤0.01%
38
612
$3K ﹤0.01%
62
+20
613
$3K ﹤0.01%
+79
614
$3K ﹤0.01%
217
+131
615
$3K ﹤0.01%
33
616
$3K ﹤0.01%
100
617
$3K ﹤0.01%
54
+12
618
$3K ﹤0.01%
+116
619
$3K ﹤0.01%
+24
620
$3K ﹤0.01%
20
621
$3K ﹤0.01%
45
622
$3K ﹤0.01%
91
+43
623
$3K ﹤0.01%
+45
624
$3K ﹤0.01%
112
625
$3K ﹤0.01%
195
23 24
25
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