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
776
$1K ﹤0.01%
8
+2
777
$1K ﹤0.01%
100
-102
778
$1K ﹤0.01%
35
-51
779
$1K ﹤0.01%
9
780
$1K ﹤0.01%
25
-18
781
$1K ﹤0.01%
33
782
$1K ﹤0.01%
24
-2
783
$1K ﹤0.01%
8
784
$1K ﹤0.01%
6
785
$1K ﹤0.01%
7
786
$1K ﹤0.01%
+3
787
$1K ﹤0.01%
27
788
$1K ﹤0.01%
54
789
$1K ﹤0.01%
+10
790
$1K ﹤0.01%
+21
791
$1K ﹤0.01%
5
+1
792
$1K ﹤0.01%
+195
793
$1K ﹤0.01%
48
-134
794
$1K ﹤0.01%
7
795
$1K ﹤0.01%
+9
796
$1K ﹤0.01%
8
797
$1K ﹤0.01%
+4
798
$1K ﹤0.01%
10
799
$1K ﹤0.01%
16
800
$1K ﹤0.01%
19
30 31
32
33 34