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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.64K ﹤0.01%
30
602
$2.62K ﹤0.01%
29
603
$2.62K ﹤0.01%
35
604
$2.61K ﹤0.01%
6
605
$2.6K ﹤0.01%
30
606
$2.59K ﹤0.01%
28
-19
607
$2.58K ﹤0.01%
+18
608
$2.58K ﹤0.01%
66
609
$2.57K ﹤0.01%
+2
610
$2.56K ﹤0.01%
46
611
$2.55K ﹤0.01%
63
612
$2.54K ﹤0.01%
23
613
$2.54K ﹤0.01%
298
614
$2.54K ﹤0.01%
191
-20
615
$2.54K ﹤0.01%
13
616
$2.53K ﹤0.01%
100
-225
617
$2.52K ﹤0.01%
42
618
$2.51K ﹤0.01%
5
619
$2.5K ﹤0.01%
26
620
$2.48K ﹤0.01%
27
621
$2.47K ﹤0.01%
11
622
$2.47K ﹤0.01%
+44
623
$2.44K ﹤0.01%
26
624
$2.43K ﹤0.01%
80
625
$2.42K ﹤0.01%
24
23 24
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26 27