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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

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
826
$1K ﹤0.01%
13
827
$1K ﹤0.01%
149
+101
828
$1K ﹤0.01%
106
829
$1K ﹤0.01%
+3
830
$1K ﹤0.01%
+33
831
$1K ﹤0.01%
+8
832
$1K ﹤0.01%
4
833
$1K ﹤0.01%
+3
834
$1K ﹤0.01%
6
+2
835
$1K ﹤0.01%
24
-31
836
$1K ﹤0.01%
42
837
$1K ﹤0.01%
3
-184
838
– –
-25
839
$0 ﹤0.01%
+3
840
$0 ﹤0.01%
1
-234
841
$0 ﹤0.01%
+2
842
$0 ﹤0.01%
+8
843
$0 ﹤0.01%
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844
$0 ﹤0.01%
2
-19
845
$0 ﹤0.01%
21
846
$0 ﹤0.01%
20
847
$0 ﹤0.01%
+5
848
$0 ﹤0.01%
+6
849
$0 ﹤0.01%
+2
850
$0 ﹤0.01%
+5
32 33
34
35 36