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
351
$20K 0.01%
161
+82
352
$20K 0.01%
225
353
$20K 0.01%
5,500
354
$19K ﹤0.01%
178
+91
355
$19K ﹤0.01%
283
+135
356
$19K ﹤0.01%
+1,150
357
$19K ﹤0.01%
468
+208
358
$19K ﹤0.01%
475
359
$19K ﹤0.01%
79
-6
360
$18K ﹤0.01%
+207
361
$18K ﹤0.01%
75
362
$18K ﹤0.01%
+1,039
363
$18K ﹤0.01%
62
+59
364
$18K ﹤0.01%
148
+43
365
$18K ﹤0.01%
189
+74
366
$18K ﹤0.01%
+310
367
$18K ﹤0.01%
186
+92
368
$18K ﹤0.01%
625
+380
369
$18K ﹤0.01%
+709
370
$18K ﹤0.01%
1,227
-2,665
371
$18K ﹤0.01%
+336
372
$18K ﹤0.01%
109
+50
373
$17K ﹤0.01%
+408
374
$17K ﹤0.01%
+40
375
$17K ﹤0.01%
366
+156
13 14
15
16 17