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
801
$1K ﹤0.01%
+6
802
$1K ﹤0.01%
+12
803
$1K ﹤0.01%
30
804
$1K ﹤0.01%
16
-21
805
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150
806
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9
+2
807
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+15
808
$1K ﹤0.01%
+12
809
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+6
810
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+8
811
$1K ﹤0.01%
9
812
$1K ﹤0.01%
33
813
$1K ﹤0.01%
8
-11
814
$1K ﹤0.01%
27
-47
815
$1K ﹤0.01%
16
816
$1K ﹤0.01%
27
817
$1K ﹤0.01%
63
818
$1K ﹤0.01%
54
819
$1K ﹤0.01%
+10
820
$1K ﹤0.01%
15
+6
821
$1K ﹤0.01%
130
-4
822
$1K ﹤0.01%
6
-4
823
$1K ﹤0.01%
25
824
$1K ﹤0.01%
8
-6
825
$1K ﹤0.01%
52
-72
31 32
33
34 35