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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.03%
800
152
$96K 0.03%
1,550
+650
153
$96K 0.03%
287
154
$95K 0.03%
1,315
155
$95K 0.03%
21,000
156
$94K 0.03%
681
-178
157
$94K 0.03%
200
158
$92K 0.03%
750
159
$92K 0.03%
+1,300
160
$91K 0.03%
+3,575
161
$90K 0.03%
+650
162
$90K 0.03%
772
163
$90K 0.03%
865
164
$90K 0.03%
+640
165
$89K 0.02%
650
+200
166
$89K 0.02%
4,081
167
$88K 0.02%
3,700
168
$88K 0.02%
498
-61
169
$86K 0.02%
711
170
$85K 0.02%
1,423
+9
171
$85K 0.02%
1,920
172
$83K 0.02%
284
+215
173
$83K 0.02%
+4,350
174
$83K 0.02%
+835
175
$82K 0.02%
3,150
5 6
7
8 9