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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

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%
13
702
$2K ﹤0.01%
31
-28
703
$2K ﹤0.01%
+65
704
$2K ﹤0.01%
27
705
$2K ﹤0.01%
+31
706
$2K ﹤0.01%
6
707
$2K ﹤0.01%
+6
708
$2K ﹤0.01%
12
709
$2K ﹤0.01%
+40
710
$2K ﹤0.01%
+15
711
$2K ﹤0.01%
24
712
$2K ﹤0.01%
+105
713
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202
+102
714
$2K ﹤0.01%
+113
715
$2K ﹤0.01%
162
716
$2K ﹤0.01%
+7
717
$2K ﹤0.01%
+26
718
$2K ﹤0.01%
+43
719
$2K ﹤0.01%
35
+31
720
$2K ﹤0.01%
108
721
$2K ﹤0.01%
+33
722
$2K ﹤0.01%
11
723
$2K ﹤0.01%
+24
724
$2K ﹤0.01%
7
+1
725
$2K ﹤0.01%
+8
27 28
29
30 31