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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$163K 0.05%
4,759
+123
127
$161K 0.05%
3,171
-1,000
128
$159K 0.04%
896
129
$158K 0.04%
13,300
130
$148K 0.04%
1,682
+1,214
131
$142K 0.04%
1,471
-384
132
$140K 0.04%
11,431
+100
133
$140K 0.04%
3,000
134
$139K 0.04%
939
135
$137K 0.04%
2,164
136
$137K 0.04%
2,786
+111
137
$131K 0.04%
6,649
+4,438
138
$127K 0.04%
885
+90
139
$125K 0.03%
+3,125
140
$124K 0.03%
2,398
-418
141
$124K 0.03%
3,556
+1,304
142
$122K 0.03%
9,040
-1,600
143
$121K 0.03%
10,000
144
$120K 0.03%
2,193
+1,193
145
$120K 0.03%
548
146
$120K 0.03%
20,112
147
$110K 0.03%
5,128
+3,097
148
$108K 0.03%
2,855
149
$108K 0.03%
100
150
$106K 0.03%
6,700
-538
4 5
6
7 8