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
651
$2K ﹤0.01%
20
652
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653
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8
654
$2K ﹤0.01%
54
+7
655
$2K ﹤0.01%
112
656
$2K ﹤0.01%
43
657
$2K ﹤0.01%
56
658
$2K ﹤0.01%
+16
659
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+26
660
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22
+1
661
$2K ﹤0.01%
+83
662
$2K ﹤0.01%
24
663
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17
+8
664
$2K ﹤0.01%
65
665
$2K ﹤0.01%
12
-1
666
$2K ﹤0.01%
26
+23
667
$2K ﹤0.01%
+38
668
$2K ﹤0.01%
+116
669
$2K ﹤0.01%
28
670
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9
671
$2K ﹤0.01%
+285
672
$2K ﹤0.01%
33
+4
673
$2K ﹤0.01%
+18
674
$2K ﹤0.01%
+296
675
$2K ﹤0.01%
30
25 26
27
28 29