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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

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%
370
+314
602
$4K ﹤0.01%
+180
603
$4K ﹤0.01%
43
604
$4K ﹤0.01%
141
+58
605
$4K ﹤0.01%
+50
606
$4K ﹤0.01%
+50
607
$4K ﹤0.01%
+29
608
$4K ﹤0.01%
+16
609
$3K ﹤0.01%
98
+76
610
$3K ﹤0.01%
40
611
$3K ﹤0.01%
+118
612
$3K ﹤0.01%
38
613
$3K ﹤0.01%
62
+20
614
$3K ﹤0.01%
+79
615
$3K ﹤0.01%
217
+131
616
$3K ﹤0.01%
33
617
$3K ﹤0.01%
100
618
$3K ﹤0.01%
54
+12
619
$3K ﹤0.01%
+116
620
$3K ﹤0.01%
+24
621
$3K ﹤0.01%
20
622
$3K ﹤0.01%
45
623
$3K ﹤0.01%
91
+43
624
$3K ﹤0.01%
83
-77
625
$3K ﹤0.01%
+45
23 24
25
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