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
476
$10K ﹤0.01%
10,000
477
$10K ﹤0.01%
+120
478
$10K ﹤0.01%
119
479
$10K ﹤0.01%
76
480
$10K ﹤0.01%
+16
481
$10K ﹤0.01%
2,400
482
$10K ﹤0.01%
+62
483
$10K ﹤0.01%
+312
484
$10K ﹤0.01%
674
+134
485
$9K ﹤0.01%
+125
486
$9K ﹤0.01%
60
487
$9K ﹤0.01%
+228
488
$9K ﹤0.01%
+132
489
$9K ﹤0.01%
215
490
$9K ﹤0.01%
85
-20
491
$9K ﹤0.01%
130
-15
492
$9K ﹤0.01%
831
+178
493
$9K ﹤0.01%
+140
494
$9K ﹤0.01%
45
495
$9K ﹤0.01%
210
496
$9K ﹤0.01%
645
497
$9K ﹤0.01%
100
498
$9K ﹤0.01%
+171
499
$9K ﹤0.01%
200
+100
500
$9K ﹤0.01%
131
18 19
20
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