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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.86K ﹤0.01%
20
-39
702
$1.86K ﹤0.01%
+62
703
$1.85K ﹤0.01%
+13
704
$1.83K ﹤0.01%
8
705
$1.82K ﹤0.01%
+65
706
$1.81K ﹤0.01%
74
707
$1.8K ﹤0.01%
375
708
$1.76K ﹤0.01%
109
-119
709
$1.75K ﹤0.01%
42
710
$1.74K ﹤0.01%
26
711
$1.74K ﹤0.01%
213
-27
712
$1.73K ﹤0.01%
+25
713
$1.72K ﹤0.01%
+49
714
$1.72K ﹤0.01%
12
715
$1.71K ﹤0.01%
+94
716
$1.69K ﹤0.01%
+26
717
$1.68K ﹤0.01%
+56
718
$1.68K ﹤0.01%
15
719
$1.68K ﹤0.01%
93
720
$1.66K ﹤0.01%
+28
721
$1.65K ﹤0.01%
16
722
$1.62K ﹤0.01%
8
723
$1.61K ﹤0.01%
+78
724
$1.61K ﹤0.01%
+34
725
$1.6K ﹤0.01%
5
27 28
29
30 31