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
101
$389K 0.07%
46,291
-1,000
102
$378K 0.07%
2,131
+500
103
$375K 0.07%
1,782
104
$371K 0.07%
7,688
105
$370K 0.07%
3,612
-2,886
106
$369K 0.07%
12,983
107
$368K 0.07%
1,601
-1
108
$367K 0.07%
2,043
+64
109
$364K 0.07%
6,494
+540
110
$362K 0.07%
3,784
+484
111
$336K 0.06%
18,000
112
$334K 0.06%
4,685
+2,685
113
$332K 0.06%
3,241
+10
114
$329K 0.06%
1,020
+6
115
$317K 0.06%
14,550
116
$314K 0.06%
3,241
-4
117
$310K 0.06%
10,059
-39
118
$309K 0.06%
2,616
+4
119
$303K 0.06%
8,035
120
$303K 0.06%
2,507
+326
121
$302K 0.06%
6,358
122
$301K 0.06%
8,000
123
$278K 0.05%
12,280
-1,132
124
$277K 0.05%
1,200
+12
125
$276K 0.05%
2,188
+239
3 4
5
6 7