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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.27%
29,221
-85
52
$1.45M 0.27%
25,323
+4,221
53
$1.4M 0.26%
9,089
-60
54
$1.38M 0.25%
70,536
+68,336
55
$1.35M 0.25%
5,645
+51
56
$1.3M 0.24%
33,213
-49
57
$1.3M 0.24%
51,300
58
$1.23M 0.23%
16,775
-121
59
$1.21M 0.22%
8,813
+698
60
$1.18M 0.22%
28,345
-5
61
$1.18M 0.22%
54,837
+11,300
62
$1.14M 0.21%
26,597
-94
63
$1.13M 0.21%
42,283
+6,341
64
$1.13M 0.21%
71,578
-4,588
65
$1.09M 0.2%
44,929
-1,275
66
$1.08M 0.2%
271,369
67
$1.03M 0.19%
41,821
68
$992K 0.18%
20,936
-154
69
$959K 0.18%
16,073
+13
70
$895K 0.16%
6,670
+6,399
71
$806K 0.15%
21,650
72
$788K 0.14%
2,273
-735
73
$782K 0.14%
2,478
+9
74
$763K 0.14%
22,065
-130
75
$746K 0.14%
6,498
-42,372
1 2
3
4 5