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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.09K ﹤0.01%
30
+6
677
$2.08K ﹤0.01%
27
-14
678
$2.06K ﹤0.01%
20
679
$2.03K ﹤0.01%
45
+40
680
$2.03K ﹤0.01%
+152
681
$2.03K ﹤0.01%
24
682
$2.02K ﹤0.01%
62
683
$2.01K ﹤0.01%
5
684
$2K ﹤0.01%
116
685
$2K ﹤0.01%
+103
686
$2K ﹤0.01%
+30
687
$1.99K ﹤0.01%
+29
688
$1.98K ﹤0.01%
7
689
$1.96K ﹤0.01%
7
+1
690
$1.96K ﹤0.01%
+21
691
$1.95K ﹤0.01%
16
692
$1.94K ﹤0.01%
15
693
$1.93K ﹤0.01%
+50
694
$1.92K ﹤0.01%
+14
695
$1.92K ﹤0.01%
28
+2
696
$1.92K ﹤0.01%
83
697
$1.91K ﹤0.01%
+23
698
$1.89K ﹤0.01%
206
+186
699
$1.89K ﹤0.01%
30
700
$1.87K ﹤0.01%
25
26 27
28
29 30