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
51
$1.46M 0.27%
5,657
+12
52
$1.41M 0.26%
9,096
+7
53
$1.39M 0.26%
8,875
+12
54
$1.37M 0.26%
6,382
+20
55
$1.36M 0.25%
33,715
+502
56
$1.33M 0.25%
32,595
-1,748
57
$1.33M 0.25%
10,361
+1,548
58
$1.33M 0.25%
26,226
-3,312
59
$1.26M 0.24%
51,300
60
$1.2M 0.23%
41,983
-300
61
$1.19M 0.22%
16,775
62
$1.15M 0.21%
28,406
+61
63
$1.14M 0.21%
28,582
+1,985
64
$1.05M 0.2%
44,054
-875
65
$1.01M 0.19%
41,821
66
$991K 0.19%
54,837
67
$964K 0.18%
20,902
-34
68
$923K 0.17%
271,369
69
$845K 0.16%
4,000
+2,000
70
$844K 0.16%
21,650
71
$770K 0.14%
6,817
-191
72
$733K 0.14%
22,065
73
$728K 0.14%
14,504
+7,511
74
$706K 0.13%
2,484
+6
75
$695K 0.13%
27,811
1 2
3
4 5