LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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
726
$2K ﹤0.01%
29
+23
727
$2K ﹤0.01%
+7
728
$2K ﹤0.01%
20
729
$2K ﹤0.01%
85
+7
730
$2K ﹤0.01%
16
-20
731
$2K ﹤0.01%
+98
732
$2K ﹤0.01%
+154
733
$2K ﹤0.01%
34
734
$2K ﹤0.01%
+15
735
$2K ﹤0.01%
99
736
$2K ﹤0.01%
43
737
$2K ﹤0.01%
16
-9
738
$2K ﹤0.01%
+60
739
$2K ﹤0.01%
8
740
$2K ﹤0.01%
+47
741
$2K ﹤0.01%
+112
742
$2K ﹤0.01%
+9
743
$2K ﹤0.01%
211
-83
744
$2K ﹤0.01%
+13
745
$2K ﹤0.01%
+40
746
$2K ﹤0.01%
+6
747
$2K ﹤0.01%
17
748
$2K ﹤0.01%
+56
749
$2K ﹤0.01%
10
750
$2K ﹤0.01%
58
28 29
30
31 32