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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.82K ﹤0.01%
296
677
$1.8K ﹤0.01%
26
678
$1.8K ﹤0.01%
8
679
$1.76K ﹤0.01%
43
-19
680
$1.76K ﹤0.01%
+32
681
$1.75K ﹤0.01%
28
682
$1.73K ﹤0.01%
+9
683
$1.72K ﹤0.01%
15
684
$1.7K ﹤0.01%
+18
685
$1.69K ﹤0.01%
+280
686
$1.69K ﹤0.01%
17
687
$1.69K ﹤0.01%
55
688
$1.68K ﹤0.01%
25
689
$1.67K ﹤0.01%
+34
690
$1.67K ﹤0.01%
24
691
$1.65K ﹤0.01%
10
692
$1.65K ﹤0.01%
375
693
$1.65K ﹤0.01%
10
694
$1.63K ﹤0.01%
46
695
$1.61K ﹤0.01%
6
696
$1.6K ﹤0.01%
190
697
$1.6K ﹤0.01%
23
+4
698
$1.59K ﹤0.01%
27
-25
699
$1.58K ﹤0.01%
+171
700
$1.58K ﹤0.01%
+158
26 27
28
29 30