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
$571M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.35M
3
+$2.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.7M

Top Sells

1
+$13.3M
2
+$12.4M
3
+$11.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Financials 7.12%
2 Technology 5.78%
3 Energy 2.33%
4 Industrials 1.49%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$87.5K 0.02%
4,503
177
$86.9K 0.02%
823
+2
178
$85.7K 0.02%
957
+57
179
$85.7K 0.02%
857
+44
180
$85.2K 0.01%
10,000
181
$84.8K 0.01%
2,420
-1,347
182
$83.6K 0.01%
1,698
-24
183
$83K 0.01%
1,661
184
$82.4K 0.01%
256
+9
185
$78.8K 0.01%
1,344
186
$78.1K 0.01%
450
-112
187
$78K 0.01%
1,529
+14
188
$77.5K 0.01%
316
189
$76.9K 0.01%
2,068
-1,441
190
$75.7K 0.01%
1,000
191
$75.3K 0.01%
1,370
-9,038
192
$74.9K 0.01%
1,160
193
$72.9K 0.01%
700
+280
194
$69.4K 0.01%
945
195
$68.7K 0.01%
2,749
196
$66.2K 0.01%
2,220
+1,900
197
$66.1K 0.01%
145
-47
198
$65.6K 0.01%
512
199
$65.5K 0.01%
270
200
$64.7K 0.01%
465
-107
6 7
8
9 10