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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.03%
2,106
152
$172K 0.03%
17,522
153
$169K 0.03%
+7,000
154
$164K 0.03%
2,700
+200
155
$160K 0.03%
10,000
156
$155K 0.03%
3,829
-4,471
157
$154K 0.03%
1,623
+91
158
$151K 0.03%
2,000
-174
159
$151K 0.03%
401
-9
160
$151K 0.03%
306
-147
161
$150K 0.03%
1,948
+21
162
$150K 0.03%
823
-89
163
$146K 0.03%
306
+145
164
$143K 0.03%
1,484
+63
165
$141K 0.03%
2,773
+116
166
$138K 0.03%
191
-215
167
$136K 0.03%
7,312
168
$136K 0.03%
1,588
-26
169
$134K 0.02%
20,431
170
$132K 0.02%
5,050
171
$132K 0.02%
4,020
172
$130K 0.02%
32,000
173
$130K 0.02%
2,520
174
$129K 0.02%
1,711
+11
175
$128K 0.02%
3,412
-254
5 6
7
8 9