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
751
$2K ﹤0.01%
+39
752
$2K ﹤0.01%
69
-5
753
$2K ﹤0.01%
32
+2
754
$2K ﹤0.01%
+26
755
$2K ﹤0.01%
63
756
$2K ﹤0.01%
+175
757
$2K ﹤0.01%
+39
758
$2K ﹤0.01%
+6
759
$2K ﹤0.01%
+60
760
$1K ﹤0.01%
3
761
$1K ﹤0.01%
+4
762
$1K ﹤0.01%
+2
763
$1K ﹤0.01%
+43
764
$1K ﹤0.01%
+6
765
$1K ﹤0.01%
+4
766
$1K ﹤0.01%
9
767
$1K ﹤0.01%
20
768
$1K ﹤0.01%
22
769
$1K ﹤0.01%
25
+5
770
$1K ﹤0.01%
16
-178
771
$1K ﹤0.01%
12
772
$1K ﹤0.01%
+9
773
$1K ﹤0.01%
80
774
$1K ﹤0.01%
100
775
$1K ﹤0.01%
+12
29 30
31
32 33