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
101
$363K 0.06%
23,982
+140
102
$359K 0.06%
1,250
+12
103
$356K 0.06%
7,633
-2,104
104
$345K 0.06%
19,230
105
$344K 0.06%
3,515
+43
106
$327K 0.06%
14,550
107
$323K 0.06%
2,966
-80
108
$322K 0.06%
2,124
-182
109
$317K 0.06%
2,612
110
$314K 0.06%
13,626
-1,572
111
$299K 0.05%
5,741
-900
112
$275K 0.05%
23,713
113
$267K 0.05%
18,913
114
$263K 0.05%
7,082
+10
115
$258K 0.05%
1,221
-205
116
$248K 0.04%
3,276
+912
117
$241K 0.04%
4,773
-4,835
118
$240K 0.04%
806
-84
119
$237K 0.04%
782
120
$237K 0.04%
2,421
-21
121
$236K 0.04%
3,106
122
$236K 0.04%
6,188
123
$229K 0.04%
7,016
+793
124
$220K 0.04%
6,492
+317
125
$220K 0.04%
1,063
+419
3 4
5
6 7