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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.54K ﹤0.01%
49
-32
702
$1.53K ﹤0.01%
30
703
$1.53K ﹤0.01%
64
-49
704
$1.51K ﹤0.01%
58
705
$1.47K ﹤0.01%
16
706
$1.46K ﹤0.01%
+40
707
$1.42K ﹤0.01%
10
708
$1.41K ﹤0.01%
15
709
$1.36K ﹤0.01%
63
710
$1.31K ﹤0.01%
83
711
$1.29K ﹤0.01%
18
712
$1.27K ﹤0.01%
30
713
$1.23K ﹤0.01%
7
714
$1.21K ﹤0.01%
+106
715
$1.17K ﹤0.01%
63
716
$1.15K ﹤0.01%
16
717
$1.13K ﹤0.01%
24
718
$1.1K ﹤0.01%
17
719
$1.09K ﹤0.01%
27
720
$1.01K ﹤0.01%
27
721
$992 ﹤0.01%
32
722
– –
-1,400
723
$977 ﹤0.01%
13
724
$970 ﹤0.01%
7
725
$960 ﹤0.01%
13
-10
27 28
29
30 31