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

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

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%
16
727
$2K ﹤0.01%
8
728
$2K ﹤0.01%
54
+7
729
$2K ﹤0.01%
112
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%
22
737
$1K ﹤0.01%
16
738
$1K ﹤0.01%
30
-3
739
$1K ﹤0.01%
63
-401
740
$1K ﹤0.01%
19
+10
741
$1K ﹤0.01%
80
742
$1K ﹤0.01%
100
743
$1K ﹤0.01%
18
-77
744
$1K ﹤0.01%
39
745
$1K ﹤0.01%
+9
746
$1K ﹤0.01%
42
+38
747
$1K ﹤0.01%
8
-4
748
$1K ﹤0.01%
3
-1
749
$1K ﹤0.01%
91
-12
750
$1K ﹤0.01%
5
28 29
30
31 32