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
$600M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$2.56M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.46M
5
DINO icon
HF Sinclair
DINO
+$1.01M

Top Sells

1
+$8.99M
2
+$2.06M
3
+$1.54M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.23M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.06M

Sector Composition

1 Financials 8.13%
2 Technology 5.19%
3 Energy 2.5%
4 Healthcare 2%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$992K 0.17%
27,420
-270
77
$965K 0.16%
3,459
+220
78
$853K 0.14%
6,788
-34
79
$842K 0.14%
16,320
+306
80
$825K 0.14%
24,466
+3,193
81
$802K 0.13%
6,237
82
$770K 0.13%
12,757
+529
83
$766K 0.13%
5,031
+30
84
$720K 0.12%
28,900
85
$704K 0.12%
+18,991
86
$698K 0.12%
1,438
+25
87
$633K 0.11%
1,877
+51
88
$632K 0.11%
40,185
-2,814
89
$600K 0.1%
2,691
-30
90
$597K 0.1%
29,404
+1,306
91
$588K 0.1%
3,470
-1,307
92
$560K 0.09%
5,200
+145
93
$520K 0.09%
1,003
94
$511K 0.09%
1,063
-48
95
$497K 0.08%
16,657
-16,133
96
$497K 0.08%
3,142
+831
97
$488K 0.08%
10,500
98
$474K 0.08%
5,024
-402
99
$467K 0.08%
2,960
+464
100
$464K 0.08%
3,075
-188
2 3
4
5 6