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
826
$421 ﹤0.01%
4
-4
827
$410 ﹤0.01%
+3
828
$407 ﹤0.01%
5
829
$406 ﹤0.01%
5
830
$400 ﹤0.01%
35
831
$397 ﹤0.01%
19
832
$384 ﹤0.01%
3
833
$383 ﹤0.01%
7
834
$376 ﹤0.01%
6
-22
835
$366 ﹤0.01%
9
-15
836
$356 ﹤0.01%
13
837
$343 ﹤0.01%
1
838
$340 ﹤0.01%
15
-180
839
$328 ﹤0.01%
1
840
$322 ﹤0.01%
4
841
$310 ﹤0.01%
1
842
$308 ﹤0.01%
8
843
$308 ﹤0.01%
4
844
$306 ﹤0.01%
12
845
$305 ﹤0.01%
48
846
$304 ﹤0.01%
8
847
$298 ﹤0.01%
3
-16
848
$289 ﹤0.01%
9
849
$283 ﹤0.01%
2
850
$280 ﹤0.01%
1
-6
32 33
34
35 36