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
$386M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$755K
3
+$575K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$558K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$422K

Top Sells

1
+$2.88M
2
+$1.81M
3
+$1.58M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Financials 6.22%
2 Technology 6.15%
3 Healthcare 2.83%
4 Energy 2.15%
5 Utilities 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.02%
2,224
-1,332
177
$82K 0.02%
1,200
178
$81K 0.02%
3,085
+1,080
179
$80K 0.02%
+500
180
$80K 0.02%
1,533
-120
181
$80K 0.02%
294
182
$78K 0.02%
3,588
-1,540
183
$74K 0.02%
1,661
184
$73K 0.02%
525
185
$71K 0.02%
2,500
186
$71K 0.02%
+500
187
$70K 0.02%
768
188
$65K 0.02%
1,300
189
$65K 0.02%
+1,300
190
$64K 0.02%
1,000
+152
191
$64K 0.02%
500
192
$62K 0.02%
900
-370
193
$62K 0.02%
1,215
194
$61K 0.02%
300
195
$60K 0.02%
652
196
$59K 0.02%
435
197
$57K 0.01%
685
198
$57K 0.01%
600
+100
199
$57K 0.01%
955
+95
200
$56K 0.01%
867
+8
6 7
8
9 10