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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.19K ﹤0.01%
77
602
$3.17K ﹤0.01%
54
603
$3.14K ﹤0.01%
116
604
$3.13K ﹤0.01%
+330
605
$3.13K ﹤0.01%
599
+152
606
$3.13K ﹤0.01%
65
607
$3.1K ﹤0.01%
30
608
$3.07K ﹤0.01%
90
609
$3.05K ﹤0.01%
9
610
$3K ﹤0.01%
20
611
$2.97K ﹤0.01%
23
612
$2.96K ﹤0.01%
+117
613
$2.94K ﹤0.01%
85
-393
614
$2.93K ﹤0.01%
23
615
$2.93K ﹤0.01%
79
616
$2.91K ﹤0.01%
9
617
$2.91K ﹤0.01%
+167
618
$2.9K ﹤0.01%
66
-67
619
$2.89K ﹤0.01%
29
620
$2.87K ﹤0.01%
9
-3
621
$2.86K ﹤0.01%
45
622
$2.84K ﹤0.01%
8
-37
623
$2.81K ﹤0.01%
13
624
$2.79K ﹤0.01%
6
+5
625
$2.77K ﹤0.01%
112
23 24
25
26 27