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
626
$2.42K ﹤0.01%
91
627
$2.41K ﹤0.01%
7
628
$2.41K ﹤0.01%
42
629
$2.4K ﹤0.01%
112
630
$2.38K ﹤0.01%
86
631
$2.35K ﹤0.01%
5
632
$2.35K ﹤0.01%
39
633
$2.35K ﹤0.01%
114
634
$2.31K ﹤0.01%
8
635
$2.29K ﹤0.01%
7
636
$2.28K ﹤0.01%
+71
637
$2.28K ﹤0.01%
8
638
$2.23K ﹤0.01%
18
+6
639
$2.21K ﹤0.01%
63
640
$2.19K ﹤0.01%
65
641
$2.18K ﹤0.01%
9
642
$2.18K ﹤0.01%
13
643
$2.17K ﹤0.01%
8
644
$2.17K ﹤0.01%
13
-287
645
$2.17K ﹤0.01%
18
646
$2.16K ﹤0.01%
30
647
$2.14K ﹤0.01%
+75
648
$2.11K ﹤0.01%
52
649
$2.1K ﹤0.01%
93
650
$2.08K ﹤0.01%
15
24 25
26
27 28