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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$901 ﹤0.01%
15
-39
727
$850 ﹤0.01%
49
-90
728
$830 ﹤0.01%
150
729
$782 ﹤0.01%
95
730
$771 ﹤0.01%
8
731
$757 ﹤0.01%
17
-221
732
$738 ﹤0.01%
20
733
$710 ﹤0.01%
100
734
$679 ﹤0.01%
68
735
$663 ﹤0.01%
80
736
$662 ﹤0.01%
+29
737
$662 ﹤0.01%
+4
738
$645 ﹤0.01%
300
739
$637 ﹤0.01%
+24
740
$614 ﹤0.01%
3
-398
741
$583 ﹤0.01%
33
742
$582 ﹤0.01%
11
-15
743
$576 ﹤0.01%
9
744
$548 ﹤0.01%
21
-85
745
$513 ﹤0.01%
36
746
$458 ﹤0.01%
22
747
$455 ﹤0.01%
35
748
$450 ﹤0.01%
6
749
$442 ﹤0.01%
3
750
$441 ﹤0.01%
3
28 29
30
31 32