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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.7M
3
+$9.05M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.12M

Top Sells

1
+$5.21M
2
+$4.99M
3
+$2.19M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.04M

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%
24
752
$2K ﹤0.01%
15
+3
753
$2K ﹤0.01%
19
-3
754
$2K ﹤0.01%
33
+3
755
$2K ﹤0.01%
+83
756
$2K ﹤0.01%
+14
757
$2K ﹤0.01%
7
+1
758
$2K ﹤0.01%
+8
759
$2K ﹤0.01%
35
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