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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$0 ﹤0.01%
+4
977
$0 ﹤0.01%
+8
978
$0 ﹤0.01%
+3
979
$0 ﹤0.01%
5
+4
980
$0 ﹤0.01%
3
981
$0 ﹤0.01%
+5
982
– –
-70
983
– –
-9
984
$0 ﹤0.01%
+2
985
$0 ﹤0.01%
+6
986
$0 ﹤0.01%
+1
987
– –
-1,659
988
$0 ﹤0.01%
20
989
– –
-7
990
– –
-27
991
$0 ﹤0.01%
+3
992
$0 ﹤0.01%
+2
993
$0 ﹤0.01%
10
994
– –
-40
995
$0 ﹤0.01%
+6
996
$0 ﹤0.01%
+16
997
$0 ﹤0.01%
+2
998
$0 ﹤0.01%
+1
999
– –
-16
1000
$0 ﹤0.01%
+16
38 39
40
41 42