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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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
701
$2K ﹤0.01%
+15
702
$2K ﹤0.01%
24
703
$2K ﹤0.01%
+105
704
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202
+102
705
$2K ﹤0.01%
+113
706
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162
707
$2K ﹤0.01%
+7
708
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+26
709
$2K ﹤0.01%
+43
710
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35
+31
711
$2K ﹤0.01%
108
712
$2K ﹤0.01%
+33
713
$2K ﹤0.01%
11
714
$2K ﹤0.01%
+26
715
$2K ﹤0.01%
63
716
$2K ﹤0.01%
+175
717
$2K ﹤0.01%
+39
718
$2K ﹤0.01%
+24
719
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293
720
$2K ﹤0.01%
+15
721
$2K ﹤0.01%
+9
722
$2K ﹤0.01%
94
723
$2K ﹤0.01%
29
724
$2K ﹤0.01%
+19
725
$2K ﹤0.01%
+6
27 28
29
30 31