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
426
$13K ﹤0.01%
+87
427
$13K ﹤0.01%
150
428
$13K ﹤0.01%
157
429
$13K ﹤0.01%
90
430
$12K ﹤0.01%
61
+21
431
$12K ﹤0.01%
600
+300
432
$12K ﹤0.01%
305
433
$12K ﹤0.01%
+550
434
$12K ﹤0.01%
+400
435
$12K ﹤0.01%
+543
436
$12K ﹤0.01%
148
-152
437
$12K ﹤0.01%
264
438
$12K ﹤0.01%
800
439
$12K ﹤0.01%
400
+200
440
$12K ﹤0.01%
+416
441
$12K ﹤0.01%
+284
442
$12K ﹤0.01%
320
-17,879
443
$12K ﹤0.01%
1,200
+600
444
$12K ﹤0.01%
105
445
$11K ﹤0.01%
+692
446
$11K ﹤0.01%
65
447
$11K ﹤0.01%
+59
448
$11K ﹤0.01%
80
449
$11K ﹤0.01%
95
+15
450
$11K ﹤0.01%
+214
16 17
18
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