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
201
$64.1K 0.01%
486
-38
202
$62.4K 0.01%
358
203
$61.9K 0.01%
1,129
204
$61.3K 0.01%
1,062
-73
205
$61.1K 0.01%
617
-139
206
$60.4K 0.01%
1,172
207
$60.3K 0.01%
137
-141
208
$59.7K 0.01%
850
209
$59.7K 0.01%
750
210
$58.9K 0.01%
2,224
211
$58.3K 0.01%
634
212
$57.7K 0.01%
685
-144
213
$56.6K 0.01%
495
-210
214
$53.8K 0.01%
1,175
-2,330
215
$53.6K 0.01%
739
+300
216
$53.1K 0.01%
3,099
217
$52.7K 0.01%
1,294
218
$52.3K 0.01%
318
-300
219
$52.3K 0.01%
539
220
$51.4K 0.01%
1,558
-47
221
$51K 0.01%
2,157
222
$50.4K 0.01%
617
-24
223
$50.1K 0.01%
1,499
224
$49.5K 0.01%
521
225
$49.1K 0.01%
331
-320
7 8
9
10 11