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
826
$1K ﹤0.01%
23
827
$1K ﹤0.01%
8
-7
828
$1K ﹤0.01%
10
+3
829
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16
830
$1K ﹤0.01%
+17
831
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19
-37
832
$1K ﹤0.01%
24
+2
833
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50
834
$1K ﹤0.01%
325
835
$1K ﹤0.01%
32
836
$1K ﹤0.01%
22
-40
837
$1K ﹤0.01%
8
-14
838
$0 ﹤0.01%
2
839
$0 ﹤0.01%
+2
840
$0 ﹤0.01%
+4
841
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842
$0 ﹤0.01%
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843
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+3
844
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5
+4
845
$0 ﹤0.01%
3
846
– –
-9
847
$0 ﹤0.01%
+2
848
$0 ﹤0.01%
+6
849
$0 ﹤0.01%
20
850
– –
-7
32 33
34
35 36