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
$394M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$5.48M
3
+$5.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.48M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.23M

Top Sells

1
+$9.63M
2
+$2.44M
3
+$2.2M
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.89M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.3M

Sector Composition

1 Energy 7.76%
2 Technology 3.78%
3 Healthcare 2.35%
4 Financials 2.14%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$57K 0.01%
+1,500
252
$55K 0.01%
400
+139
253
$55K 0.01%
936
-300
254
$55K 0.01%
+20,000
255
$54K 0.01%
+1,124
256
$54K 0.01%
318
+24
257
$53K 0.01%
3,000
+1,500
258
$53K 0.01%
406
-185
259
$52K 0.01%
+2,456
260
$51K 0.01%
2,241
+1,241
261
$50K 0.01%
805
262
$49K 0.01%
769
+82
263
$48K 0.01%
497
+177
264
$48K 0.01%
8,280
+5,640
265
$46K 0.01%
+1,785
266
$46K 0.01%
2,481
-2,481
267
$45K 0.01%
+840
268
$45K 0.01%
2,520
+2,190
269
$44K 0.01%
82
-34
270
$44K 0.01%
+823
271
$44K 0.01%
679
+571
272
$43K 0.01%
+253
273
$42K 0.01%
400
+200
274
$41K 0.01%
+11,626
275
$40K 0.01%
300
9 10
11
12 13