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
751
$1.24K ﹤0.01%
25
752
$1.23K ﹤0.01%
16
753
$1.23K ﹤0.01%
6
754
$1.21K ﹤0.01%
45
-83
755
$1.16K ﹤0.01%
50
756
$1.16K ﹤0.01%
7
757
$1.14K ﹤0.01%
26
-91
758
$1.12K ﹤0.01%
100
759
$1.11K ﹤0.01%
84
-111
760
$1.08K ﹤0.01%
63
761
$1.04K ﹤0.01%
16
762
$1.04K ﹤0.01%
8
763
$1.04K ﹤0.01%
91
764
$970 ﹤0.01%
46
765
$947 ﹤0.01%
22
-152
766
$923 ﹤0.01%
14
-16
767
$900 ﹤0.01%
3
768
$884 ﹤0.01%
131
-154
769
$844 ﹤0.01%
15
770
$843 ﹤0.01%
95
771
$820 ﹤0.01%
54
772
$817 ﹤0.01%
49
-56
773
$801 ﹤0.01%
63
-880
774
$792 ﹤0.01%
12
775
$773 ﹤0.01%
10
-62
29 30
31
32 33