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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$115K 0.02%
707
+38
177
$115K 0.02%
32,000
178
$114K 0.02%
1,363
-5
179
$114K 0.02%
1,851
-3
180
$113K 0.02%
2,246
181
$108K 0.02%
778
+709
182
$108K 0.02%
5,798
+2,512
183
$105K 0.02%
464
+2
184
$105K 0.02%
1,466
-3
185
$103K 0.02%
3,423
+2,434
186
$103K 0.02%
1,255
-229
187
$103K 0.02%
1,556
-32
188
$100K 0.02%
3,884
+472
189
$99K 0.02%
4,220
190
$99K 0.02%
2,170
-350
191
$99K 0.02%
1,183
192
$98K 0.02%
6,112
+163
193
$95K 0.02%
1,157
+7
194
$93K 0.02%
459
+281
195
$91K 0.02%
3,395
+245
196
$91K 0.02%
2,855
197
$91K 0.02%
546
+345
198
$91K 0.02%
2,749
199
$90K 0.02%
6,635
200
$88K 0.02%
469
+25
6 7
8
9 10