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
876
$182 ﹤0.01%
2
877
$182 ﹤0.01%
4
878
$178 ﹤0.01%
2
879
$169 ﹤0.01%
2
880
$168 ﹤0.01%
7
881
$165 ﹤0.01%
7
882
$164 ﹤0.01%
3
-30
883
$164 ﹤0.01%
2
884
$162 ﹤0.01%
7
-78
885
$161 ﹤0.01%
1
886
$159 ﹤0.01%
7
887
$158 ﹤0.01%
15
888
$156 ﹤0.01%
1
889
$156 ﹤0.01%
2
890
$152 ﹤0.01%
20
891
$150 ﹤0.01%
5
892
$149 ﹤0.01%
2
893
$149 ﹤0.01%
3
894
$136 ﹤0.01%
2
895
$135 ﹤0.01%
7
896
$131 ﹤0.01%
13
897
$118 ﹤0.01%
6
898
$111 ﹤0.01%
6
899
$102 ﹤0.01%
10
900
$98 ﹤0.01%
6
34 35
36
37 38