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
751
$417 ﹤0.01%
3
752
$396 ﹤0.01%
7
753
$330 ﹤0.01%
2
754
$288 ﹤0.01%
+5
755
$280 ﹤0.01%
8
756
$270 ﹤0.01%
+11
757
$261 ﹤0.01%
35
758
$218 ﹤0.01%
48
759
$188 ﹤0.01%
3
-32
760
$182 ﹤0.01%
23
761
$175 ﹤0.01%
+6
762
$155 ﹤0.01%
13
763
$154 ﹤0.01%
10
764
$152 ﹤0.01%
20
765
$135 ﹤0.01%
6
766
$116 ﹤0.01%
4
767
$105 ﹤0.01%
3
768
$94 ﹤0.01%
+2
769
$81 ﹤0.01%
2
770
$73 ﹤0.01%
10
771
– –
0
772
$54 ﹤0.01%
2
-42
773
$47 ﹤0.01%
1
774
$45 ﹤0.01%
4
-88
775
$45 ﹤0.01%
8
29 30
31
32 33