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
$535M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.82M
3
+$1.71M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.53M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Top Sells

1
+$882K
2
+$387K
3
+$339K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$296K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$269K

Sector Composition

1 Financials 6.04%
2 Technology 5.99%
3 Energy 3.34%
4 Real Estate 1.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87K 0.02%
1,402
+3
202
$85K 0.02%
435
+310
203
$84K 0.02%
570
+1
204
$83K 0.02%
1,651
-56
205
$83K 0.02%
772
+710
206
$82K 0.02%
247
+12
207
$81K 0.02%
344
+1
208
$81K 0.02%
4,503
209
$80K 0.02%
711
210
$80K 0.02%
967
+901
211
$78K 0.01%
2,295
+53
212
$76K 0.01%
2,000
213
$76K 0.01%
450
214
$75K 0.01%
2,554
-2
215
$75K 0.01%
3,000
216
$75K 0.01%
1,661
217
$75K 0.01%
1,400
+1,385
218
$74K 0.01%
550
+171
219
$73K 0.01%
10,000
220
$73K 0.01%
+945
221
$71K 0.01%
294
222
$70K 0.01%
630
+322
223
$69K 0.01%
2,373
+32
224
$69K 0.01%
2,416
+62
225
$68K 0.01%
1,248
+9
7 8
9
10 11