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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$181K 0.03%
10,000
152
$180K 0.03%
2,500
-2,185
153
$178K 0.03%
2,364
154
$174K 0.03%
10,417
+6,684
155
$166K 0.03%
4,268
156
$163K 0.03%
299
157
$160K 0.03%
4,071
+500
158
$160K 0.03%
1,330
-13
159
$160K 0.03%
542
+198
160
$154K 0.03%
3,768
-61
161
$150K 0.03%
5,794
162
$148K 0.03%
4,408
163
$145K 0.02%
378
+2
164
$144K 0.02%
831
+4
165
$143K 0.02%
1,709
166
$140K 0.02%
5,050
167
$140K 0.02%
1,941
168
$138K 0.02%
1,902
169
$128K 0.02%
707
170
$128K 0.02%
778
171
$128K 0.02%
923
-2,221
172
$124K 0.02%
1,491
+25
173
$124K 0.02%
3,737
+314
174
$123K 0.02%
4,020
-830
175
$122K 0.02%
464
5 6
7
8 9