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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68K 0.02%
3,210
-1,283
152
$64K 0.02%
801
153
$64K 0.02%
5,828
154
$60K 0.02%
3,150
155
$59K 0.02%
1,400
-55
156
$58K 0.02%
1,369
+900
157
$58K 0.02%
348
158
$58K 0.02%
1,304
+395
159
$57K 0.02%
1,247
+12
160
$57K 0.02%
450
161
$57K 0.02%
453
162
$55K 0.02%
1,778
-2,050
163
$54K 0.02%
489
164
$53K 0.02%
342
+276
165
$52K 0.02%
300
166
$52K 0.02%
643
167
$52K 0.02%
1,661
168
$52K 0.02%
+904
169
$51K 0.02%
383
-577
170
$51K 0.02%
565
+540
171
$51K 0.02%
933
172
$51K 0.02%
1,720
173
$50K 0.02%
391
174
$49K 0.02%
600
175
$49K 0.02%
441
5 6
7
8 9