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
626
$2.77K ﹤0.01%
50
627
$2.77K ﹤0.01%
10
628
$2.75K ﹤0.01%
5
-5
629
$2.74K ﹤0.01%
113
630
$2.71K ﹤0.01%
52
631
$2.7K ﹤0.01%
54
-15
632
$2.67K ﹤0.01%
18
633
$2.66K ﹤0.01%
13
+11
634
$2.65K ﹤0.01%
108
635
$2.65K ﹤0.01%
66
-31
636
$2.65K ﹤0.01%
125
-99
637
$2.65K ﹤0.01%
22
638
$2.65K ﹤0.01%
298
639
$2.64K ﹤0.01%
392
+96
640
$2.6K ﹤0.01%
12
641
$2.6K ﹤0.01%
66
642
$2.6K ﹤0.01%
89
+70
643
$2.55K ﹤0.01%
100
644
$2.55K ﹤0.01%
114
645
$2.49K ﹤0.01%
104
+90
646
$2.45K ﹤0.01%
6
+5
647
$2.44K ﹤0.01%
62
+3
648
$2.44K ﹤0.01%
60
649
$2.43K ﹤0.01%
42
-215
650
$2.43K ﹤0.01%
24
+16
24 25
26
27 28