LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
776
$1K ﹤0.01%
9
777
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20
778
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22
779
$1K ﹤0.01%
25
+5
780
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100
781
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+12
782
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35
-31
783
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+4
784
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103
+93
785
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+5
786
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11
-16
787
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95
788
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16
-17
789
$1K ﹤0.01%
40
-97,447
790
$1K ﹤0.01%
+9
791
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20
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+4
793
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13
794
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149
+101
795
$1K ﹤0.01%
106
796
$1K ﹤0.01%
+3
797
$1K ﹤0.01%
42
798
$1K ﹤0.01%
3
-184
799
$1K ﹤0.01%
8
-35
800
$1K ﹤0.01%
7
-186
30 31
32
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