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
401
$15K ﹤0.01%
60
402
$15K ﹤0.01%
521
+263
403
$15K ﹤0.01%
176
+46
404
$15K ﹤0.01%
310
-20
405
$15K ﹤0.01%
+99
406
$15K ﹤0.01%
248
+127
407
$15K ﹤0.01%
830
408
$15K ﹤0.01%
+294
409
$15K ﹤0.01%
+825
410
$14K ﹤0.01%
+92
411
$14K ﹤0.01%
130
+55
412
$14K ﹤0.01%
105
413
$14K ﹤0.01%
101
+51
414
$14K ﹤0.01%
139
+70
415
$14K ﹤0.01%
413
-135
416
$14K ﹤0.01%
145
417
$14K ﹤0.01%
100
418
$13K ﹤0.01%
+64
419
$13K ﹤0.01%
+509
420
$13K ﹤0.01%
400
+200
421
$13K ﹤0.01%
+161
422
$13K ﹤0.01%
+114
423
$13K ﹤0.01%
+67
424
$13K ﹤0.01%
235
-45
425
$13K ﹤0.01%
140
15 16
17
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