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
751
$1K ﹤0.01%
95
752
$1K ﹤0.01%
+7
753
$1K ﹤0.01%
375
754
$1K ﹤0.01%
7
-271
755
$1K ﹤0.01%
+8
756
$1K ﹤0.01%
7
-2
757
$1K ﹤0.01%
245
-330
758
$1K ﹤0.01%
4
759
$1K ﹤0.01%
6
-2
760
$1K ﹤0.01%
4
761
$1K ﹤0.01%
3
762
$1K ﹤0.01%
56
-101
763
$1K ﹤0.01%
30
+6
764
$1K ﹤0.01%
3
765
$1K ﹤0.01%
7
+1
766
$1K ﹤0.01%
12
767
$1K ﹤0.01%
+3
768
$1K ﹤0.01%
150
769
$1K ﹤0.01%
46
-320
770
$1K ﹤0.01%
+3
771
$1K ﹤0.01%
4
-11
772
$1K ﹤0.01%
52
-28
773
$1K ﹤0.01%
15
774
$1K ﹤0.01%
12
775
$1K ﹤0.01%
+9
29 30
31
32 33