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
76
$748K 0.13%
14,931
+427
77
$743K 0.13%
38,538
+32,740
78
$714K 0.12%
22,140
+75
79
$702K 0.12%
28,900
80
$697K 0.12%
1,983
-41
81
$694K 0.12%
2,196
82
$666K 0.11%
14,088
83
$663K 0.11%
4,637
+782
84
$658K 0.11%
4,905
85
$636K 0.11%
1,394
+400
86
$617K 0.11%
38,312
+120
87
$594K 0.1%
13,120
+5,085
88
$575K 0.1%
6,843
+26
89
$573K 0.1%
10,793
-15,433
90
$555K 0.09%
6,795
91
$553K 0.09%
24,222
+11,942
92
$531K 0.09%
18,900
93
$518K 0.09%
5,840
94
$507K 0.09%
5,788
+45
95
$494K 0.08%
2,795
+30
96
$480K 0.08%
4,953
-13,720
97
$480K 0.08%
5,508
-175
98
$479K 0.08%
10,500
99
$470K 0.08%
2,616
100
$469K 0.08%
1
2 3
4
5 6