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
176
$80K 0.02%
1,446
+350
177
$78K 0.02%
400
178
$78K 0.02%
900
179
$76K 0.02%
1,653
+900
180
$73K 0.02%
2,500
181
$73K 0.02%
525
-216
182
$72K 0.02%
+380
183
$71K 0.02%
375
184
$70K 0.02%
500
185
$69K 0.02%
500
186
$68K 0.02%
+1,565
187
$68K 0.02%
453
188
$68K 0.02%
339
-5
189
$68K 0.02%
768
190
$68K 0.02%
1,150
191
$67K 0.02%
400
192
$67K 0.02%
1,200
193
$66K 0.02%
15,000
+5,000
194
$65K 0.02%
1,000
195
$65K 0.02%
780
196
$65K 0.02%
1,270
197
$65K 0.02%
1,250
198
$64K 0.02%
1,300
199
$63K 0.02%
300
200
$63K 0.02%
5,828
6 7
8
9 10