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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$688K 0.13%
28,900
77
$688K 0.13%
77,340
78
$675K 0.13%
16,060
-13
79
$665K 0.12%
2,024
-249
80
$656K 0.12%
26,920
81
$649K 0.12%
5,100
-1,570
82
$644K 0.12%
27,866
83
$639K 0.12%
25,800
84
$616K 0.12%
38,192
85
$609K 0.11%
14,088
+66
86
$606K 0.11%
2,196
+250
87
$590K 0.11%
11,521
-220
88
$561K 0.1%
5,840
-100
89
$521K 0.1%
3,855
90
$512K 0.1%
4,905
+623
91
$503K 0.09%
18,900
92
$479K 0.09%
5,683
93
$469K 0.09%
994
+440
94
$457K 0.09%
10,500
95
$451K 0.08%
2,765
+211
96
$415K 0.08%
6,795
+3
97
$414K 0.08%
5,743
+3
98
$406K 0.08%
1
99
$398K 0.07%
3,144
100
$393K 0.07%
2,737
+197
2 3
4
5 6