LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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%
+375
677
$2K ﹤0.01%
30
678
$2K ﹤0.01%
+5
679
$2K ﹤0.01%
+51
680
$2K ﹤0.01%
4
681
$2K ﹤0.01%
70
-111
682
$2K ﹤0.01%
575
+469
683
$2K ﹤0.01%
+27
684
$2K ﹤0.01%
+26
685
$2K ﹤0.01%
4
686
$2K ﹤0.01%
+52
687
$2K ﹤0.01%
19
-26
688
$2K ﹤0.01%
23
+2
689
$2K ﹤0.01%
+56
690
$2K ﹤0.01%
66
691
$2K ﹤0.01%
+13
692
$2K ﹤0.01%
62
693
$2K ﹤0.01%
13
694
$2K ﹤0.01%
31
-28
695
$2K ﹤0.01%
+65
696
$2K ﹤0.01%
27
697
$2K ﹤0.01%
+31
698
$2K ﹤0.01%
6
699
$2K ﹤0.01%
+6
700
$2K ﹤0.01%
12
26 27
28
29 30