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
326
$25K 0.01%
701
+1
327
$25K 0.01%
415
+117
328
$25K 0.01%
+468
329
$24K 0.01%
500
+250
330
$24K 0.01%
831
+415
331
$24K 0.01%
320
-300
332
$24K 0.01%
391
+199
333
$23K 0.01%
909
+159
334
$23K 0.01%
+457
335
$23K 0.01%
6,018
+5,478
336
$22K 0.01%
+100
337
$22K 0.01%
404
+204
338
$22K 0.01%
+1,740
339
$22K 0.01%
+450
340
$22K 0.01%
262
-132
341
$22K 0.01%
1,000
+500
342
$21K 0.01%
426
343
$21K 0.01%
225
344
$21K 0.01%
357
+69
345
$20K 0.01%
636
346
$20K 0.01%
109
+54
347
$20K 0.01%
57
+26
348
$20K 0.01%
2,000
+1,852
349
$20K 0.01%
360
350
$20K 0.01%
145
12 13
14
15 16