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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

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%
11
727
$2K ﹤0.01%
+26
728
$2K ﹤0.01%
63
729
$2K ﹤0.01%
+175
730
$2K ﹤0.01%
+39
731
$2K ﹤0.01%
+6
732
$2K ﹤0.01%
+24
733
$2K ﹤0.01%
7
+1
734
$2K ﹤0.01%
+8
735
$2K ﹤0.01%
17
736
$2K ﹤0.01%
35
737
$2K ﹤0.01%
293
738
$2K ﹤0.01%
+15
739
$2K ﹤0.01%
+9
740
$2K ﹤0.01%
94
741
$2K ﹤0.01%
29
742
$2K ﹤0.01%
+19
743
$2K ﹤0.01%
+6
744
$2K ﹤0.01%
29
+23
745
$2K ﹤0.01%
+7
746
$2K ﹤0.01%
20
747
$2K ﹤0.01%
85
+7
748
$2K ﹤0.01%
16
-20
749
$2K ﹤0.01%
+98
750
$2K ﹤0.01%
+154
28 29
30
31 32