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
626
$3K ﹤0.01%
112
627
$3K ﹤0.01%
195
628
$3K ﹤0.01%
17
+5
629
$3K ﹤0.01%
29
630
$3K ﹤0.01%
65
+29
631
$3K ﹤0.01%
51
632
$3K ﹤0.01%
101
633
$3K ﹤0.01%
7
634
$3K ﹤0.01%
6
-1
635
$3K ﹤0.01%
47
+19
636
$3K ﹤0.01%
80
-18
637
$3K ﹤0.01%
69
638
$3K ﹤0.01%
91
639
$3K ﹤0.01%
117
-80
640
$3K ﹤0.01%
86
-117
641
$3K ﹤0.01%
+93
642
$3K ﹤0.01%
+105
643
$3K ﹤0.01%
+85
644
$3K ﹤0.01%
+23
645
$3K ﹤0.01%
96
646
$3K ﹤0.01%
90
647
$3K ﹤0.01%
21
+6
648
$3K ﹤0.01%
+22
649
$3K ﹤0.01%
10
+5
650
$3K ﹤0.01%
29
-11
24 25
26
27 28