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
801
$567 ﹤0.01%
4
802
$566 ﹤0.01%
3
803
$560 ﹤0.01%
2
-7
804
$559 ﹤0.01%
17
805
$557 ﹤0.01%
2
806
$556 ﹤0.01%
1
807
$554 ﹤0.01%
+68
808
$543 ﹤0.01%
33
809
$524 ﹤0.01%
6
810
$521 ﹤0.01%
5
811
$515 ﹤0.01%
9
812
$510 ﹤0.01%
150
813
$509 ﹤0.01%
2
814
$508 ﹤0.01%
6
815
$491 ﹤0.01%
8
816
$480 ﹤0.01%
16
-58
817
$475 ﹤0.01%
7
818
$472 ﹤0.01%
16
819
$469 ﹤0.01%
5
820
$464 ﹤0.01%
130
821
$456 ﹤0.01%
11
-7
822
$453 ﹤0.01%
5
-21
823
$438 ﹤0.01%
35
824
$435 ﹤0.01%
10
-29
825
$432 ﹤0.01%
1
31 32
33
34 35