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
376
$17K ﹤0.01%
770
+394
377
$17K ﹤0.01%
+111
378
$17K ﹤0.01%
+413
379
$17K ﹤0.01%
360
+195
380
$17K ﹤0.01%
1,000
+500
381
$17K ﹤0.01%
+6,000
382
$17K ﹤0.01%
+81
383
$16K ﹤0.01%
233
+119
384
$16K ﹤0.01%
384
+195
385
$16K ﹤0.01%
+136
386
$16K ﹤0.01%
+1,000
387
$16K ﹤0.01%
625
388
$16K ﹤0.01%
135
389
$16K ﹤0.01%
99
390
$16K ﹤0.01%
220
+113
391
$16K ﹤0.01%
600
392
$16K ﹤0.01%
104
+53
393
$16K ﹤0.01%
75
394
$16K ﹤0.01%
149
-89
395
$15K ﹤0.01%
268
+138
396
$15K ﹤0.01%
194
+101
397
$15K ﹤0.01%
380
398
$15K ﹤0.01%
+63
399
$15K ﹤0.01%
+154
400
$15K ﹤0.01%
500
+250
14 15
16
17 18