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

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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%
63
702
$2K ﹤0.01%
39
703
$2K ﹤0.01%
105
+78
704
$2K ﹤0.01%
+87
705
$2K ﹤0.01%
8
706
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12
+11
707
$2K ﹤0.01%
+15
708
$2K ﹤0.01%
293
709
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15
710
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94
711
$2K ﹤0.01%
+93
712
$2K ﹤0.01%
5
-1
713
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5
-5
714
$2K ﹤0.01%
20
715
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85
716
$2K ﹤0.01%
11
+10
717
$2K ﹤0.01%
23
718
$2K ﹤0.01%
+147
719
$2K ﹤0.01%
+23
720
$2K ﹤0.01%
34
721
$2K ﹤0.01%
15
722
$2K ﹤0.01%
100
723
$2K ﹤0.01%
30
+6
724
$2K ﹤0.01%
6
+5
725
$2K ﹤0.01%
114
27 28
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