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
601
$4K ﹤0.01%
50
602
$3K ﹤0.01%
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603
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10
+8
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$3K ﹤0.01%
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605
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+50
608
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609
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37
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610
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99
+8
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88
+5
612
$3K ﹤0.01%
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613
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128
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$3K ﹤0.01%
62
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615
$3K ﹤0.01%
13
616
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447
617
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+4
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$3K ﹤0.01%
7
619
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15
+3
620
$3K ﹤0.01%
70
-240
621
$3K ﹤0.01%
55
-38
622
$3K ﹤0.01%
113
623
$3K ﹤0.01%
9
+2
624
$3K ﹤0.01%
96
625
$3K ﹤0.01%
90
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