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
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%
22
+1
643
$2K ﹤0.01%
43
644
$2K ﹤0.01%
56
645
$2K ﹤0.01%
+16
646
$2K ﹤0.01%
+26
647
$2K ﹤0.01%
+83
648
$2K ﹤0.01%
24
649
$2K ﹤0.01%
17
+8
650
$2K ﹤0.01%
65
24 25
26
27 28