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
651
$2K ﹤0.01%
15
652
$2K ﹤0.01%
+59
653
$2K ﹤0.01%
79
654
$2K ﹤0.01%
74
+58
655
$2K ﹤0.01%
9
656
$2K ﹤0.01%
12
-1
657
$2K ﹤0.01%
26
+23
658
$2K ﹤0.01%
+38
659
$2K ﹤0.01%
+116
660
$2K ﹤0.01%
28
661
$2K ﹤0.01%
9
662
$2K ﹤0.01%
45
+10
663
$2K ﹤0.01%
19
-10
664
$2K ﹤0.01%
298
665
$2K ﹤0.01%
22
666
$2K ﹤0.01%
20
667
$2K ﹤0.01%
+285
668
$2K ﹤0.01%
33
+4
669
$2K ﹤0.01%
+18
670
$2K ﹤0.01%
+296
671
$2K ﹤0.01%
30
672
$2K ﹤0.01%
+2
673
$2K ﹤0.01%
5
674
$2K ﹤0.01%
51
675
$2K ﹤0.01%
74
+34
25 26
27
28 29