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
776
$763 ﹤0.01%
7
-10
777
$755 ﹤0.01%
10
778
$739 ﹤0.01%
3
779
$739 ﹤0.01%
3
780
$728 ﹤0.01%
5
781
$712 ﹤0.01%
3
782
$703 ﹤0.01%
100
783
$695 ﹤0.01%
3
-14
784
$685 ﹤0.01%
3
785
$655 ﹤0.01%
1
-5
786
$654 ﹤0.01%
6
-31
787
$646 ﹤0.01%
8,600
788
$642 ﹤0.01%
80
789
$637 ﹤0.01%
18
790
$632 ﹤0.01%
4
791
$628 ﹤0.01%
4
792
$628 ﹤0.01%
36
793
$627 ﹤0.01%
6
794
$625 ﹤0.01%
3
795
$621 ﹤0.01%
8
796
$618 ﹤0.01%
9
-5
797
$612 ﹤0.01%
8
798
$612 ﹤0.01%
20
799
$609 ﹤0.01%
12
800
$587 ﹤0.01%
7
30 31
32
33 34