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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
13
677
$2K ﹤0.01%
27
678
$2K ﹤0.01%
49
+19
679
$2K ﹤0.01%
24
680
$2K ﹤0.01%
35
681
$2K ﹤0.01%
33
682
$2K ﹤0.01%
63
683
$2K ﹤0.01%
39
684
$2K ﹤0.01%
105
+78
685
$2K ﹤0.01%
+87
686
$2K ﹤0.01%
8
687
$2K ﹤0.01%
12
+11
688
$2K ﹤0.01%
+15
689
$2K ﹤0.01%
293
690
$2K ﹤0.01%
15
691
$2K ﹤0.01%
94
692
$2K ﹤0.01%
+93
693
$2K ﹤0.01%
20
694
$2K ﹤0.01%
85
695
$2K ﹤0.01%
11
+10
696
$2K ﹤0.01%
23
697
$2K ﹤0.01%
+147
698
$2K ﹤0.01%
+23
699
$2K ﹤0.01%
34
700
$2K ﹤0.01%
15
26 27
28
29 30