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
101
$438K 0.07%
2,107
-24
102
$437K 0.07%
2,437
-300
103
$421K 0.07%
13,028
+45
104
$413K 0.07%
6,499
+5
105
$397K 0.07%
2,087
-420
106
$391K 0.07%
1,070
+50
107
$391K 0.07%
2,043
108
$382K 0.07%
3,241
109
$382K 0.07%
1,782
110
$381K 0.06%
7,688
111
$377K 0.06%
22,350
+7,050
112
$371K 0.06%
1,601
113
$360K 0.06%
3,281
+40
114
$357K 0.06%
18,000
115
$341K 0.06%
10,115
+56
116
$334K 0.06%
3,784
117
$332K 0.06%
2,188
118
$319K 0.05%
6,358
119
$289K 0.05%
8,305
+305
120
$280K 0.05%
7,065
+43
121
$279K 0.05%
24,027
-3
122
$277K 0.05%
1,052
-148
123
$273K 0.05%
23,713
+1,165
124
$261K 0.04%
5,101
-193
125
$254K 0.04%
+3,000
3 4
5
6 7