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
301
$31K 0.01%
1,000
+500
302
$30K 0.01%
299
-499
303
$30K 0.01%
135
+30
304
$30K 0.01%
+164
305
$30K 0.01%
860
306
$30K 0.01%
644
+444
307
$30K 0.01%
+1,981
308
$30K 0.01%
+853
309
$29K 0.01%
472
+353
310
$28K 0.01%
800
+400
311
$28K 0.01%
+638
312
$28K 0.01%
500
+250
313
$27K 0.01%
440
+276
314
$27K 0.01%
2,000
315
$27K 0.01%
295
316
$27K 0.01%
444
+231
317
$27K 0.01%
600
+300
318
$27K 0.01%
375
319
$26K 0.01%
185
320
$26K 0.01%
1,294
321
$25K 0.01%
271
+67
322
$25K 0.01%
899
+649
323
$25K 0.01%
113
+37
324
$25K 0.01%
697
+503
325
$25K 0.01%
+2,100
11 12
13
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