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
126
$252K 0.04%
20,431
127
$250K 0.04%
514
-3
128
$246K 0.04%
2,111
129
$243K 0.04%
2,557
-60
130
$241K 0.04%
23,642
131
$239K 0.04%
306
132
$239K 0.04%
16,350
-650
133
$237K 0.04%
3,220
134
$231K 0.04%
4,555
+149
135
$230K 0.04%
2,700
136
$227K 0.04%
19,313
137
$225K 0.04%
1,597
138
$224K 0.04%
12,364
139
$220K 0.04%
5,525
140
$218K 0.04%
6,625
141
$218K 0.04%
17,544
142
$209K 0.04%
9,492
143
$204K 0.03%
1,363
+15
144
$204K 0.03%
1,837
+227
145
$202K 0.03%
6,166
146
$198K 0.03%
825
-9
147
$192K 0.03%
4,855
+2,000
148
$191K 0.03%
2,194
-19
149
$184K 0.03%
813
+187
150
$182K 0.03%
1,050
4 5
6
7 8