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
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.27M
3
+$2.24M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.67M

Top Sells

1
+$13M
2
+$7.96M
3
+$3.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.83M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63K 0.02%
1,661
202
$63K 0.02%
500
203
$60K 0.02%
406
204
$60K 0.02%
+156
205
$59K 0.02%
+575
206
$59K 0.02%
+550
207
$59K 0.02%
+1,600
208
$59K 0.02%
2,000
209
$59K 0.02%
190
210
$59K 0.02%
294
211
$58K 0.02%
+4,625
212
$58K 0.02%
+325
213
$58K 0.02%
+120
214
$58K 0.02%
+1,775
215
$58K 0.02%
257
+168
216
$57K 0.02%
230
217
$56K 0.02%
685
-116
218
$56K 0.02%
600
219
$56K 0.02%
450
-125
220
$56K 0.02%
550
221
$56K 0.02%
3,860
-1,280
222
$55K 0.02%
1,895
+410
223
$55K 0.02%
+450
224
$53K 0.01%
652
-151
225
$52K 0.01%
2,005
+1,845
7 8
9
10 11