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
651
$2.41K ﹤0.01%
15
652
$2.4K ﹤0.01%
+126
653
$2.39K ﹤0.01%
4
654
$2.35K ﹤0.01%
20
655
$2.35K ﹤0.01%
211
656
$2.35K ﹤0.01%
5
657
$2.29K ﹤0.01%
11
+9
658
$2.28K ﹤0.01%
205
+159
659
$2.25K ﹤0.01%
9
+7
660
$2.25K ﹤0.01%
+45
661
$2.24K ﹤0.01%
7
662
$2.24K ﹤0.01%
27
663
$2.23K ﹤0.01%
39
664
$2.2K ﹤0.01%
+35
665
$2.2K ﹤0.01%
63
666
$2.19K ﹤0.01%
35
667
$2.18K ﹤0.01%
+75
668
$2.18K ﹤0.01%
15
669
$2.17K ﹤0.01%
+66
670
$2.16K ﹤0.01%
18
+9
671
$2.16K ﹤0.01%
13
+10
672
$2.15K ﹤0.01%
22
+16
673
$2.13K ﹤0.01%
+76
674
$2.12K ﹤0.01%
112
675
$2.11K ﹤0.01%
+162
25 26
27
28 29