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
51
$1.26M 0.22%
47,729
+3,286
52
$1.23M 0.21%
3,056
53
$1.22M 0.21%
28,636
-1,270
54
$1.19M 0.21%
1,720
+1,699
55
$1.14M 0.2%
52,457
+4,800
56
$1.13M 0.2%
5,020
57
$1.1M 0.19%
18,787
-1,819
58
$1.02M 0.18%
38,038
59
$977K 0.17%
+38,825
60
$977K 0.17%
+8,067
61
$973K 0.17%
26,180
+25,963
62
$972K 0.17%
2,472
-11
63
$959K 0.17%
6,410
+60
64
$957K 0.17%
21,076
-3,920
65
$847K 0.15%
17,193
-13,188
66
$837K 0.15%
78,918
67
$809K 0.14%
6,797
-93
68
$770K 0.13%
12,483
+1,015
69
$749K 0.13%
+4,757
70
$742K 0.13%
+20,605
71
$734K 0.13%
2,911
+2,861
72
$716K 0.13%
36,654
-24
73
$712K 0.12%
5,458
-217
74
$708K 0.12%
28,900
75
$701K 0.12%
4,820
-173
1 2
3
4 5