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
776
$1K ﹤0.01%
35
-31
777
$1K ﹤0.01%
+4
778
$1K ﹤0.01%
103
+93
779
$1K ﹤0.01%
+5
780
$1K ﹤0.01%
11
-16
781
$1K ﹤0.01%
95
782
$1K ﹤0.01%
16
-17
783
$1K ﹤0.01%
40
-97,447
784
$1K ﹤0.01%
+9
785
$1K ﹤0.01%
20
+2
786
$1K ﹤0.01%
8
-35
787
$1K ﹤0.01%
7
-186
788
$1K ﹤0.01%
+6
789
$1K ﹤0.01%
+12
790
$1K ﹤0.01%
30
791
$1K ﹤0.01%
16
-21
792
$1K ﹤0.01%
150
793
$1K ﹤0.01%
9
+2
794
$1K ﹤0.01%
+15
795
$1K ﹤0.01%
+12
796
$1K ﹤0.01%
+6
797
$1K ﹤0.01%
+8
798
$1K ﹤0.01%
9
799
$1K ﹤0.01%
33
800
$1K ﹤0.01%
8
-11
30 31
32
33 34