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
126
$269K 0.05%
24,030
-1,126
127
$264K 0.05%
10,183
128
$254K 0.05%
22,548
129
$249K 0.05%
7,022
+267
130
$239K 0.04%
15,300
131
$232K 0.04%
2,617
132
$232K 0.04%
5,294
+1,227
133
$229K 0.04%
17,544
134
$224K 0.04%
1,348
-131
135
$223K 0.04%
5,525
136
$219K 0.04%
4,406
+185
137
$217K 0.04%
23,642
-1,310
138
$212K 0.04%
626
139
$210K 0.04%
2,111
+5
140
$209K 0.04%
2,213
+590
141
$206K 0.04%
17,000
+2,190
142
$205K 0.04%
12,364
+27
143
$204K 0.04%
6,188
144
$203K 0.04%
19,313
+1,791
145
$199K 0.04%
517
+9
146
$194K 0.04%
3,220
+35
147
$192K 0.04%
2,700
148
$190K 0.04%
1,597
-3
149
$189K 0.04%
6,625
+14
150
$185K 0.03%
6,166
4 5
6
7 8