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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.59K ﹤0.01%
23
727
$1.58K ﹤0.01%
+11
728
$1.58K ﹤0.01%
+52
729
$1.57K ﹤0.01%
+113
730
$1.56K ﹤0.01%
22
731
$1.54K ﹤0.01%
+58
732
$1.53K ﹤0.01%
30
733
$1.52K ﹤0.01%
7
-2
734
$1.52K ﹤0.01%
41
-8
735
$1.52K ﹤0.01%
2
736
$1.5K ﹤0.01%
19
737
$1.46K ﹤0.01%
+10
738
$1.46K ﹤0.01%
+106
739
$1.45K ﹤0.01%
52
740
$1.42K ﹤0.01%
+21
741
$1.42K ﹤0.01%
44
-61
742
$1.4K ﹤0.01%
8
743
$1.38K ﹤0.01%
16
744
$1.37K ﹤0.01%
9
745
$1.34K ﹤0.01%
30
746
$1.31K ﹤0.01%
27
747
$1.28K ﹤0.01%
10
748
$1.27K ﹤0.01%
103
-59
749
$1.26K ﹤0.01%
12
750
$1.24K ﹤0.01%
+39
28 29
30
31 32