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
$445M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.2M
3
+$2.44M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$953K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$849K

Top Sells

1
+$2.52M
2
+$1.53M
3
+$1.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$932K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$492K

Sector Composition

1 Energy 5.05%
2 Technology 3.49%
3 Healthcare 1.89%
4 Financials 1.73%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.28%
11,959
-1,495
52
$1.25M 0.28%
23,595
53
$1.23M 0.28%
17,483
-218
54
$1.21M 0.27%
15,940
+1,882
55
$1.19M 0.27%
50,516
+100
56
$1.18M 0.27%
90,217
57
$1.13M 0.26%
6,706
+55
58
$1.12M 0.25%
39,351
59
$1.1M 0.25%
14,957
-591
60
$1.06M 0.24%
37,222
+7,338
61
$1.04M 0.23%
8,383
62
$1.01M 0.23%
34,176
+125
63
$995K 0.22%
17,176
-407
64
$980K 0.22%
3,609
65
$912K 0.21%
19,618
-442
66
$908K 0.2%
36,991
+9,080
67
$852K 0.19%
30,775
+100
68
$843K 0.19%
58,270
69
$831K 0.19%
14,524
-3,553
70
$781K 0.18%
49,280
-4,458
71
$778K 0.18%
29,116
+125
72
$753K 0.17%
19,827
-6,456
73
$735K 0.17%
39,418
74
$717K 0.16%
18,173
+50
75
$710K 0.16%
27,866
1 2
3
4 5