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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

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%
40
677
$2K ﹤0.01%
+39
678
$2K ﹤0.01%
+9
679
$2K ﹤0.01%
13
+1
680
$2K ﹤0.01%
28
681
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9
682
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298
-169
683
$2K ﹤0.01%
22
684
$2K ﹤0.01%
+53
685
$2K ﹤0.01%
+90
686
$2K ﹤0.01%
29
687
$2K ﹤0.01%
+375
688
$2K ﹤0.01%
30
689
$2K ﹤0.01%
+5
690
$2K ﹤0.01%
+51
691
$2K ﹤0.01%
4
692
$2K ﹤0.01%
70
-111
693
$2K ﹤0.01%
575
+469
694
$2K ﹤0.01%
+27
695
$2K ﹤0.01%
+26
696
$2K ﹤0.01%
4
697
$2K ﹤0.01%
+52
698
$2K ﹤0.01%
19
-26
699
$2K ﹤0.01%
23
+2
700
$2K ﹤0.01%
+56
26 27
28
29 30