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
901
$82 ﹤0.01%
4
902
$78 ﹤0.01%
17
903
$77 ﹤0.01%
8
904
$64 ﹤0.01%
10
905
– –
0
906
$57 ﹤0.01%
2
907
$40 ﹤0.01%
8
908
$35 ﹤0.01%
20
909
$33 ﹤0.01%
7
910
$33 ﹤0.01%
1
911
$28 ﹤0.01%
1
912
$26 ﹤0.01%
3
913
– –
0
914
$8 ﹤0.01%
21
915
$1 ﹤0.01%
1
916
– –
-35
917
– –
-43
918
– –
-46,291
919
– –
-56
920
– –
-16
921
– –
-15
922
– –
-20
923
– –
-100
924
– –
-99
925
– –
0
35 36
37
38 39