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
$301M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.37M
3
+$1.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$710K
5
VICI icon
VICI Properties
VICI
+$621K

Top Sells

1
+$25.3M
2
+$16M
3
+$10.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.33M

Sector Composition

1 Technology 4.9%
2 Energy 3.17%
3 Healthcare 2.72%
4 Financials 1.77%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$33K 0.01%
1,195
202
$32K 0.01%
2,746
+20
203
$32K 0.01%
479
204
$31K 0.01%
2,000
205
$30K 0.01%
526
206
$29K 0.01%
838
207
$29K 0.01%
993
+287
208
$28K 0.01%
707
209
$26K 0.01%
860
210
$26K 0.01%
304
-56
211
$25K 0.01%
322
-32
212
$25K 0.01%
2,445
213
$24K 0.01%
260
214
$24K 0.01%
402
215
$24K 0.01%
3,000
216
$23K 0.01%
225
217
$23K 0.01%
3,465
-32,925
218
$23K 0.01%
470
219
$23K 0.01%
225
220
$23K 0.01%
1,002
+2
221
$23K 0.01%
1,000
222
$22K 0.01%
231
-95
223
$22K 0.01%
188
224
$21K 0.01%
1,000
-400
225
$21K 0.01%
158
7 8
9
10 11