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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$127K 0.02%
4,408
+327
177
$126K 0.02%
4,268
178
$125K 0.02%
1,368
+241
179
$114K 0.02%
1,183
180
$113K 0.02%
462
+12
181
$112K 0.02%
2,246
-2,635
182
$112K 0.02%
669
+17
183
$109K 0.02%
1,854
+39
184
$105K 0.02%
1,150
-19
185
$104K 0.02%
2,855
186
$102K 0.02%
4,220
+840
187
$100K 0.02%
6,635
188
$100K 0.02%
2,556
+150
189
$99K 0.02%
4,736
-3,445
190
$96K 0.02%
429
+243
191
$93K 0.02%
5,949
192
$93K 0.02%
1,469
+44
193
$92K 0.02%
809
194
$92K 0.02%
3,150
195
$89K 0.02%
750
196
$89K 0.02%
1,707
+1,337
197
$88K 0.02%
+4,503
198
$87K 0.02%
711
199
$87K 0.02%
444
200
$83K 0.02%
1,661
6 7
8
9 10