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
126
$216K 0.04%
5,050
127
$213K 0.04%
1,590
128
$205K 0.04%
1,348
129
$196K 0.03%
11,386
-195
130
$193K 0.03%
2,071
-139
131
$192K 0.03%
1,657
-106
132
$187K 0.03%
2,092
133
$187K 0.03%
9,040
+5,369
134
$177K 0.03%
8,452
+60
135
$175K 0.03%
17,544
136
$167K 0.03%
363
-18
137
$167K 0.03%
376
-2
138
$165K 0.03%
1,618
139
$160K 0.03%
613
+225
140
$159K 0.03%
4,332
-338
141
$151K 0.03%
840
-26
142
$150K 0.03%
769
-96
143
$148K 0.03%
2,610
+185
144
$142K 0.02%
980
145
$138K 0.02%
452
146
$136K 0.02%
4,677
+450
147
$135K 0.02%
2,438
148
$130K 0.02%
1,700
149
$127K 0.02%
687
150
$126K 0.02%
1,072
+300
4 5
6
7 8