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
$586M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.79M
3
+$2.36M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$4.77M
2
+$3.69M
3
+$1.33M
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$1.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.16M

Sector Composition

1 Financials 6.51%
2 Technology 5.52%
3 Energy 3.56%
4 Healthcare 1.72%
5 Real Estate 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.6M 10.68%
162,935
+6,155
2
$60.6M 10.34%
1,252,185
+24,720
3
$40M 6.82%
2,244,777
-37,260
4
$37.8M 6.45%
1,300,125
-127,014
5
$30.2M 5.16%
97,839
+1,917
6
$24.9M 4.24%
306,494
-12,101
7
$24.1M 4.1%
901,229
+8,476
8
$21.1M 3.6%
241,022
+1,783
9
$20M 3.41%
136,939
-3,630
10
$19.7M 3.37%
116,304
-2,193
11
$18.7M 3.19%
197,576
+16,637
12
$15M 2.56%
115,558
-488
13
$14M 2.39%
116,301
+953
14
$13.5M 2.3%
139,063
-11,939
15
$9.13M 1.56%
156,015
+88,700
16
$7.14M 1.22%
326,373
+2,043
17
$6.77M 1.16%
109,830
-1,085
18
$6.1M 1.04%
25,437
+141
19
$5.61M 0.96%
372,825
+1,146
20
$5.07M 0.86%
60,612
-2,915
21
$3.24M 0.55%
199,946
-11,952
22
$2.89M 0.49%
179,524
-198
23
$2.86M 0.49%
51,240
+270
24
$2.82M 0.48%
49,860
-11,537
25
$2.79M 0.48%
+25,340
1
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