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
276
$39K 0.01%
2,000
+1,000
277
$38K 0.01%
775
278
$38K 0.01%
+744
279
$37K 0.01%
670
280
$37K 0.01%
720
281
$37K 0.01%
475
+165
282
$37K 0.01%
900
+450
283
$37K 0.01%
330
284
$37K 0.01%
+529
285
$35K 0.01%
900
286
$35K 0.01%
+1,438
287
$35K 0.01%
+613
288
$34K 0.01%
229
-453
289
$34K 0.01%
525
290
$34K 0.01%
515
-145
291
$34K 0.01%
2,018
+1,994
292
$34K 0.01%
423
-633
293
$33K 0.01%
478
294
$32K 0.01%
+1,000
295
$32K 0.01%
1,500
296
$32K 0.01%
432
+286
297
$32K 0.01%
+716
298
$32K 0.01%
2,000
299
$32K 0.01%
600
+300
300
$31K 0.01%
612
10 11
12
13 14