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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$120K 0.02%
1,237
+80
177
$117K 0.02%
546
178
$117K 0.02%
1,851
179
$114K 0.02%
1,432
+30
180
$113K 0.02%
965
-2
181
$112K 0.02%
458
-1
182
$111K 0.02%
32,000
183
$109K 0.02%
2,170
-76
184
$109K 0.02%
+2,398
185
$107K 0.02%
2,295
186
$106K 0.02%
247
187
$105K 0.02%
3,395
188
$104K 0.02%
5,646
-2,516
189
$103K 0.02%
+2,165
190
$101K 0.02%
6,293
+181
191
$100K 0.02%
4,220
192
$100K 0.02%
1,352
-11
193
$97.9K 0.02%
772
194
$95.6K 0.02%
469
195
$93.9K 0.02%
6,635
196
$93.8K 0.02%
1,507
-49
197
$92.9K 0.02%
2,749
198
$92.8K 0.02%
1,183
199
$92.8K 0.02%
4,503
200
$90.1K 0.02%
435
6 7
8
9 10