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
$545M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.99M
3
+$8.34M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$8.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.56M

Top Sells

1
+$4.94M
2
+$4.86M
3
+$2.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.03M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$999K

Sector Composition

1 Financials 5.99%
2 Technology 5.09%
3 Energy 3.25%
4 Real Estate 1.97%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.02%
2,749
202
$82K 0.02%
1,239
203
$80K 0.01%
569
+338
204
$78K 0.01%
2,242
+87
205
$78K 0.01%
450
206
$78K 0.01%
572
+5
207
$78K 0.01%
1,399
+128
208
$78K 0.01%
2,354
+1,893
209
$76K 0.01%
900
210
$74K 0.01%
2,000
211
$74K 0.01%
2,341
-107
212
$73K 0.01%
1,300
213
$73K 0.01%
570
+556
214
$72K 0.01%
294
-13
215
$70K 0.01%
235
+2
216
$69K 0.01%
3,286
+240
217
$69K 0.01%
967
+117
218
$68K 0.01%
3,000
219
$67K 0.01%
694
+9
220
$67K 0.01%
+2,436
221
$67K 0.01%
1,344
222
$66K 0.01%
1,456
223
$64K 0.01%
+10,000
224
$64K 0.01%
618
-12
225
$64K 0.01%
2,118
7 8
9
10 11