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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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
676
$2K ﹤0.01%
19
-3
677
$2K ﹤0.01%
33
+3
678
$2K ﹤0.01%
+83
679
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+14
680
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40
681
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682
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+9
683
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13
+1
684
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28
685
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9
686
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298
-169
687
$2K ﹤0.01%
22
688
$2K ﹤0.01%
+53
689
$2K ﹤0.01%
+90
690
$2K ﹤0.01%
29
691
$2K ﹤0.01%
+375
692
$2K ﹤0.01%
30
693
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694
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4
695
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70
-111
696
$2K ﹤0.01%
575
+469
697
$2K ﹤0.01%
+27
698
$2K ﹤0.01%
+26
699
$2K ﹤0.01%
4
700
$2K ﹤0.01%
+52
26 27
28
29 30