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
551
$8K ﹤0.01%
+335
552
$8K ﹤0.01%
+113
553
$8K ﹤0.01%
+103
554
$7K ﹤0.01%
175
555
$7K ﹤0.01%
+416
556
$7K ﹤0.01%
165
557
$7K ﹤0.01%
165
558
$7K ﹤0.01%
+58
559
$7K ﹤0.01%
+158
560
$7K ﹤0.01%
+79
561
$7K ﹤0.01%
+78
562
$7K ﹤0.01%
+29
563
$7K ﹤0.01%
+129
564
$7K ﹤0.01%
452
565
$7K ﹤0.01%
200
+100
566
$7K ﹤0.01%
210
567
$7K ﹤0.01%
+400
568
$7K ﹤0.01%
80
569
$7K ﹤0.01%
+129
570
$7K ﹤0.01%
+145
571
$7K ﹤0.01%
114
572
$7K ﹤0.01%
44
-24
573
$7K ﹤0.01%
115
574
$7K ﹤0.01%
+96
575
$7K ﹤0.01%
143
21 22
23
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