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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$2.79M
3
+$2.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$4.77M
2
+$3.57M
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
951
– –
-5
952
– –
-6,188
953
– –
-188
954
– –
-23
955
– –
-207
956
– –
-65
957
– –
-1,000
958
– –
-4
959
– –
-41
960
– –
-3
961
– –
-13
962
– –
-3
963
– –
-8
964
– –
-1
965
– –
-7
966
– –
-1
967
– –
-2
968
– –
-17,851
969
– –
-30
970
– –
-11
971
– –
-100
972
– –
-1,255
973
– –
-87
974
– –
-15
975
– –
-94
36 37 38
39
40