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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$122K 0.02%
1,900
152
$121K 0.02%
1,433
+6
153
$120K 0.02%
4,564
-210
154
$119K 0.02%
305
+11
155
$115K 0.02%
3,366
156
$112K 0.02%
7,050
157
$112K 0.02%
504
-23
158
$112K 0.02%
539
159
$108K 0.02%
2,000
160
$107K 0.02%
6,336
-168
161
$106K 0.02%
2,165
162
$101K 0.02%
1,654
+1
163
$100K 0.02%
+1,253
164
$99.8K 0.02%
3,700
165
$98.6K 0.02%
2,372
166
$98.4K 0.02%
242
167
$98.3K 0.02%
6,684
168
$96.4K 0.02%
1,636
+486
169
$94.2K 0.02%
1,786
-10,097
170
$93.6K 0.02%
1,183
171
$92.3K 0.02%
6,010
-150
172
$91.8K 0.02%
417
-53
173
$91.8K 0.02%
937
+119
174
$90.5K 0.02%
1,265
175
$89.3K 0.02%
711
5 6
7
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