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
451
$11K ﹤0.01%
115
452
$11K ﹤0.01%
+57
453
$11K ﹤0.01%
51
+15
454
$11K ﹤0.01%
140
455
$11K ﹤0.01%
+175
456
$11K ﹤0.01%
280
457
$11K ﹤0.01%
200
458
$11K ﹤0.01%
180
459
$11K ﹤0.01%
+30
460
$11K ﹤0.01%
+191
461
$10K ﹤0.01%
173
-7
462
$10K ﹤0.01%
277
+137
463
$10K ﹤0.01%
+468
464
$10K ﹤0.01%
+47
465
$10K ﹤0.01%
+76
466
$10K ﹤0.01%
+87
467
$10K ﹤0.01%
84
468
$10K ﹤0.01%
140
469
$10K ﹤0.01%
+318
470
$10K ﹤0.01%
380
471
$10K ﹤0.01%
66
+11
472
$10K ﹤0.01%
+230
473
$10K ﹤0.01%
+197
474
$10K ﹤0.01%
+162
475
$10K ﹤0.01%
+107
17 18
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