LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
626
$3K ﹤0.01%
105
+4
627
$3K ﹤0.01%
7
628
$3K ﹤0.01%
15
+3
629
$3K ﹤0.01%
70
-240
630
$3K ﹤0.01%
55
-38
631
$3K ﹤0.01%
113
632
$3K ﹤0.01%
9
+2
633
$3K ﹤0.01%
96
634
$3K ﹤0.01%
90
635
$3K ﹤0.01%
150
636
$3K ﹤0.01%
+253
637
$3K ﹤0.01%
22
638
$3K ﹤0.01%
87
639
$3K ﹤0.01%
29
640
$3K ﹤0.01%
47
+4
641
$3K ﹤0.01%
116
642
$2K ﹤0.01%
15
643
$2K ﹤0.01%
+59
644
$2K ﹤0.01%
79
645
$2K ﹤0.01%
74
+58
646
$2K ﹤0.01%
9
647
$2K ﹤0.01%
45
+10
648
$2K ﹤0.01%
19
-10
649
$2K ﹤0.01%
298
650
$2K ﹤0.01%
22
24 25
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27 28