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
526
$8K ﹤0.01%
80
527
$8K ﹤0.01%
1,040
528
$8K ﹤0.01%
160
529
$8K ﹤0.01%
+73
530
$8K ﹤0.01%
+106
531
$8K ﹤0.01%
80
532
$8K ﹤0.01%
200
533
$8K ﹤0.01%
+280
534
$8K ﹤0.01%
+125
535
$8K ﹤0.01%
80
536
$8K ﹤0.01%
+142
537
$8K ﹤0.01%
+73
538
$8K ﹤0.01%
62
539
$8K ﹤0.01%
270
540
$8K ﹤0.01%
+21
541
$8K ﹤0.01%
235
542
$8K ﹤0.01%
200
543
$8K ﹤0.01%
+80
544
$8K ﹤0.01%
+198
545
$8K ﹤0.01%
+152
546
$8K ﹤0.01%
500
547
$8K ﹤0.01%
+88
548
$8K ﹤0.01%
80
549
$8K ﹤0.01%
+59
550
$8K ﹤0.01%
+419
20 21
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