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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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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-74
603
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40
604
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10
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605
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2
-4
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-72
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$3K ﹤0.01%
+41
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9
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228
+11
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$3K ﹤0.01%
108
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$3K ﹤0.01%
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$3K ﹤0.01%
+50
615
$3K ﹤0.01%
45
616
$3K ﹤0.01%
37
+21
617
$3K ﹤0.01%
99
+8
618
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88
+5
619
$3K ﹤0.01%
+20
620
$3K ﹤0.01%
112
621
$3K ﹤0.01%
+451
622
$3K ﹤0.01%
128
-118
623
$3K ﹤0.01%
62
-37
624
$3K ﹤0.01%
13
625
$3K ﹤0.01%
447
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