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
26
$2.49M 0.63%
147,838
+34,176
27
– –
0
28
$2.23M 0.56%
92,765
+43,195
29
$2.17M 0.55%
50,637
-4,641
30
$1.95M 0.49%
5,755
-455
31
$1.88M 0.48%
25,147
+6,022
32
$1.87M 0.47%
26,067
+6,588
33
$1.81M 0.46%
88,124
-6,433
34
$1.73M 0.44%
32,322
-7,696
35
$1.7M 0.43%
105,405
+75,987
36
$1.69M 0.43%
27,112
-3,054
37
$1.62M 0.41%
31,100
-3,333
38
$1.61M 0.41%
16,984
-2,225
39
$1.6M 0.41%
25,690
+3,292
40
$1.58M 0.4%
38,736
+288
41
$1.54M 0.39%
31,595
+2,945
42
$1.54M 0.39%
57,152
+9,932
43
$1.46M 0.37%
23,710
+2,966
44
$1.43M 0.36%
14,396
+47
45
$1.39M 0.35%
27,981
+25,945
46
$1.37M 0.35%
8,060
+83
47
$1.28M 0.33%
108,339
-26,790
48
$1.28M 0.33%
8,814
+185
49
$1.24M 0.31%
6,857
-64
50
$1.21M 0.31%
+51,260
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2
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