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
651
$3K ﹤0.01%
100
652
$3K ﹤0.01%
116
653
$3K ﹤0.01%
114
654
$3K ﹤0.01%
+52
655
$2K ﹤0.01%
+38
656
$2K ﹤0.01%
+21
657
$2K ﹤0.01%
43
-32
658
$2K ﹤0.01%
646
659
$2K ﹤0.01%
14
660
$2K ﹤0.01%
+21
661
$2K ﹤0.01%
+56
662
$2K ﹤0.01%
10
663
$2K ﹤0.01%
58
664
$2K ﹤0.01%
24
665
$2K ﹤0.01%
65
-81
666
$2K ﹤0.01%
15
+3
667
$2K ﹤0.01%
19
-3
668
$2K ﹤0.01%
33
+3
669
$2K ﹤0.01%
+83
670
$2K ﹤0.01%
+14
671
$2K ﹤0.01%
40
672
$2K ﹤0.01%
+39
673
$2K ﹤0.01%
+9
674
$2K ﹤0.01%
13
+1
675
$2K ﹤0.01%
28
25 26
27
28 29