LF
Lee Financial Portfolio holdings
AUM $697M
1-Year Return
15.8%
This Quarter Return
-0.93%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$394M
AUM Growth
+$49.9M
(+14%)
Cap. Flow
+$54.9M
Cap. Flow
% of AUM
13.93%
Top 10 Holdings %
Top 10 Hldgs %
53.98%
Holding
799
New
315
Increased
212
Reduced
81
Closed
20
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$7.55M |
| 2 |
iShares MSCI Europe Small-Cap ETF
IEUS
|
+$5.48M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$5.06M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.48M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
+$3.23M |
Top Sells
Sector Composition
| 1 | Energy | 7.76% |
| 2 | Technology | 3.78% |
| 3 | Healthcare | 2.35% |
| 4 | Financials | 2.14% |
| 5 | Consumer Discretionary | 2.08% |
