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
501
$9K ﹤0.01%
295
+80
502
$9K ﹤0.01%
290
503
$9K ﹤0.01%
+147
504
$9K ﹤0.01%
340
505
$9K ﹤0.01%
95
506
$9K ﹤0.01%
400
+200
507
$9K ﹤0.01%
+87
508
$9K ﹤0.01%
150
509
$9K ﹤0.01%
170
510
$9K ﹤0.01%
195
+135
511
$9K ﹤0.01%
+520
512
$9K ﹤0.01%
128
513
$9K ﹤0.01%
+666
514
$9K ﹤0.01%
+172
515
$9K ﹤0.01%
36
-9
516
$9K ﹤0.01%
+72
517
$8K ﹤0.01%
+150
518
$8K ﹤0.01%
82
+29
519
$8K ﹤0.01%
200
+100
520
$8K ﹤0.01%
93
+33
521
$8K ﹤0.01%
+141
522
$8K ﹤0.01%
+959
523
$8K ﹤0.01%
+152
524
$8K ﹤0.01%
+142
525
$8K ﹤0.01%
48
-100
19 20
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