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

Top Buys

1
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

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
701
$2K ﹤0.01%
100
702
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30
+6
703
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6
+5
704
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114
705
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16
706
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8
707
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54
+7
708
$2K ﹤0.01%
112
709
$2K ﹤0.01%
65
710
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+59
711
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79
712
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74
+58
713
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12
-1
714
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26
+23
715
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19
-10
716
$2K ﹤0.01%
298
717
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51
718
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74
+34
719
$2K ﹤0.01%
23
720
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211
721
$2K ﹤0.01%
+41
722
$2K ﹤0.01%
7
-35
723
$2K ﹤0.01%
65
724
$2K ﹤0.01%
26
725
$2K ﹤0.01%
11
27 28
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30 31