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
51
$1.46M 0.25%
45,888
+3,905
52
$1.44M 0.24%
70,870
-15,858
53
$1.43M 0.24%
5,751
+94
54
$1.41M 0.24%
34,165
+450
55
$1.38M 0.24%
29,052
+470
56
$1.36M 0.23%
6,442
+60
57
$1.31M 0.22%
28,766
+360
58
$1.22M 0.21%
4,000
59
$1.12M 0.19%
16,801
+26
60
$1.09M 0.19%
7,429
-1,446
61
$1.09M 0.19%
23,437
+2,535
62
$1.06M 0.18%
44,054
63
$1M 0.17%
55,007
+170
64
$966K 0.16%
32,273
+4,462
65
$955K 0.16%
77,676
+336
66
$939K 0.16%
6,650
+1,550
67
$933K 0.16%
21,650
68
$897K 0.15%
25,800
69
$860K 0.15%
2,472
-12
70
$827K 0.14%
16,750
-15,845
71
$814K 0.14%
271,369
72
$812K 0.14%
4,395
+4,336
73
$808K 0.14%
2,411
+2,382
74
$758K 0.13%
16,060
75
$757K 0.13%
11,521
1 2
3
4 5