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
126
$280K 0.05%
1,949
+37
127
$274K 0.05%
8,000
128
$270K 0.05%
6,755
+5
129
$266K 0.05%
554
-37
130
$264K 0.05%
10,183
131
$247K 0.05%
2,617
+2,253
132
$238K 0.04%
1,051
+4
133
$232K 0.04%
17,544
134
$231K 0.04%
626
+586
135
$226K 0.04%
1,600
+10
136
$224K 0.04%
14,810
+3,730
137
$222K 0.04%
+6,188
138
$219K 0.04%
508
+31
139
$218K 0.04%
1,347
+136
140
$213K 0.04%
4,067
+2,714
141
$209K 0.04%
15,300
+300
142
$207K 0.04%
12,337
143
$207K 0.04%
6,611
+416
144
$203K 0.04%
4,221
+865
145
$200K 0.04%
24,952
+262
146
$197K 0.04%
1,479
147
$190K 0.03%
3,185
+79
148
$189K 0.03%
2,072
-1,176
149
$180K 0.03%
6,166
150
$178K 0.03%
6,390
-6,024
4 5
6
7 8