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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$182K 0.03%
1,343
-4
152
$182K 0.03%
306
153
$179K 0.03%
20,431
154
$177K 0.03%
2,364
+2,326
155
$166K 0.03%
9,492
+2,180
156
$164K 0.03%
10,000
157
$160K 0.03%
4,268
158
$156K 0.03%
1,050
-1
159
$154K 0.03%
4,850
+830
160
$153K 0.03%
834
-1,414
161
$153K 0.03%
3,829
162
$152K 0.03%
5,050
163
$150K 0.03%
5,794
-596
164
$140K 0.03%
299
-7
165
$139K 0.03%
1,610
-462
166
$138K 0.03%
1,941
-7
167
$136K 0.03%
3,571
+798
168
$134K 0.03%
376
-25
169
$134K 0.03%
827
+4
170
$131K 0.02%
1,709
-2
171
$131K 0.02%
4,408
172
$125K 0.02%
8,162
+3,426
173
$117K 0.02%
439
+10
174
$117K 0.02%
182
-9
175
$115K 0.02%
1,902
+1,110
5 6
7
8 9