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
$600M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$2.56M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.46M
5
DINO icon
HF Sinclair
DINO
+$1.01M

Top Sells

1
+$8.99M
2
+$2.06M
3
+$1.54M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.23M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.06M

Sector Composition

1 Financials 8.13%
2 Technology 5.19%
3 Energy 2.5%
4 Healthcare 2%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.23%
35,699
-280
52
$1.36M 0.23%
6,237
-62
53
$1.36M 0.23%
1,852
-36
54
$1.34M 0.22%
7,672
-7
55
$1.31M 0.22%
14,460
-300
56
$1.23M 0.21%
5,490
+724
57
$1.23M 0.21%
6,578
-1,985
58
$1.23M 0.2%
6,205
-60
59
$1.22M 0.2%
24,470
+385
60
$1.21M 0.2%
2,510
-11
61
$1.21M 0.2%
2,837
-18
62
$1.2M 0.2%
1,547
+103
63
$1.2M 0.2%
6,661
+580
64
$1.18M 0.2%
8,963
-87
65
$1.17M 0.2%
48,582
-170
66
$1.14M 0.19%
29,652
-290
67
$1.12M 0.19%
9,830
+5,037
68
$1.12M 0.19%
31,160
+15,100
69
$1.11M 0.18%
35,994
-340
70
$1.1M 0.18%
13,782
71
$1.07M 0.18%
3,769
-35
72
$1.06M 0.18%
78,010
-2,645
73
$1.06M 0.18%
14,306
+2,911
74
$1.01M 0.17%
+16,793
75
$1.01M 0.17%
19,055
-190
1 2
3
4 5