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

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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%
4
677
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+67
678
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25
-2
679
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26
680
$2K ﹤0.01%
52
681
$2K ﹤0.01%
+19
682
$2K ﹤0.01%
+188
683
$2K ﹤0.01%
23
684
$2K ﹤0.01%
66
685
$2K ﹤0.01%
195
686
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62
687
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211
688
$2K ﹤0.01%
+41
689
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13
690
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7
-35
691
$2K ﹤0.01%
65
692
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27
693
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49
+19
694
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7
+6
695
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24
696
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26
697
$2K ﹤0.01%
35
698
$2K ﹤0.01%
33
699
$2K ﹤0.01%
11
700
$2K ﹤0.01%
240
+224
26 27
28
29 30