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
851
$267 ﹤0.01%
1
852
$262 ﹤0.01%
4
-43
853
$261 ﹤0.01%
5
854
$252 ﹤0.01%
14
855
$249 ﹤0.01%
3
856
$240 ﹤0.01%
4
857
$232 ﹤0.01%
3
-23
858
$230 ﹤0.01%
2
859
$227 ﹤0.01%
2
860
$227 ﹤0.01%
25
861
$225 ﹤0.01%
2
862
$222 ﹤0.01%
10
863
$215 ﹤0.01%
2
864
$214 ﹤0.01%
3
865
$212 ﹤0.01%
1
866
$211 ﹤0.01%
2
867
$211 ﹤0.01%
1
868
$207 ﹤0.01%
4
869
$205 ﹤0.01%
2
870
$200 ﹤0.01%
4
871
$200 ﹤0.01%
5
872
$198 ﹤0.01%
23
-270
873
$189 ﹤0.01%
2
874
$184 ﹤0.01%
5
875
$183 ﹤0.01%
2
33 34
35
36 37