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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.01M
3
+$1.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.6M

Top Sells

1
+$981K
2
+$402K
3
+$355K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$325K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$297K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
240
+224
727
$2K ﹤0.01%
5
-1
728
$2K ﹤0.01%
40
-40
729
$2K ﹤0.01%
7
+6
730
$1K ﹤0.01%
35
-3
731
$1K ﹤0.01%
3
+1
732
$1K ﹤0.01%
3
+1
733
$1K ﹤0.01%
6
734
$1K ﹤0.01%
+16
735
$1K ﹤0.01%
+15
736
$1K ﹤0.01%
30
-3
737
$1K ﹤0.01%
63
-401
738
$1K ﹤0.01%
19
+10
739
$1K ﹤0.01%
80
740
$1K ﹤0.01%
+9
741
$1K ﹤0.01%
42
+38
742
$1K ﹤0.01%
8
-4
743
$1K ﹤0.01%
+8
744
$1K ﹤0.01%
6
-2
745
$1K ﹤0.01%
4
-11
746
$1K ﹤0.01%
52
-28
747
$1K ﹤0.01%
24
-2
748
$1K ﹤0.01%
8
749
$1K ﹤0.01%
6
750
$1K ﹤0.01%
7
28 29
30
31 32