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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$685K 0.12%
16,060
77
$677K 0.12%
9,120
-16,556
78
$637K 0.11%
21,273
79
$623K 0.11%
11,883
-1,908
80
$609K 0.11%
14,400
-510
81
$608K 0.11%
1,297
+306
82
$605K 0.11%
4,637
83
$598K 0.1%
4,942
+100
84
$530K 0.09%
33,162
85
$503K 0.09%
39,582
86
$502K 0.09%
1,826
87
$484K 0.08%
10,500
88
$467K 0.08%
5,162
-35
89
$458K 0.08%
9,141
-1,010
90
$454K 0.08%
1,910
+180
91
$452K 0.08%
1,105
-533
92
$427K 0.07%
793
-330
93
$406K 0.07%
2,580
-8
94
$394K 0.07%
1,600
-40
95
$393K 0.07%
1,785
-50
96
$391K 0.07%
6,268
+442
97
$389K 0.07%
7,688
98
$379K 0.07%
2,292
-570
99
$371K 0.07%
3,099
-140
100
$367K 0.06%
10,092
-56
2 3
4
5 6