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
576
$7K ﹤0.01%
+140
577
$7K ﹤0.01%
71
-7
578
$7K ﹤0.01%
+102
579
$7K ﹤0.01%
+65
580
$7K ﹤0.01%
+222
581
$7K ﹤0.01%
+33
582
$7K ﹤0.01%
+288
583
$7K ﹤0.01%
+113
584
$7K ﹤0.01%
79
585
$6K ﹤0.01%
+280
586
$6K ﹤0.01%
+151
587
$6K ﹤0.01%
+94
588
$6K ﹤0.01%
+83
589
$6K ﹤0.01%
+69
590
$6K ﹤0.01%
+42
591
$6K ﹤0.01%
+99
592
$6K ﹤0.01%
+200
593
$6K ﹤0.01%
+30
594
$6K ﹤0.01%
+174
595
$6K ﹤0.01%
+22
596
$6K ﹤0.01%
+757
597
$6K ﹤0.01%
+47
598
$6K ﹤0.01%
+140
599
$6K ﹤0.01%
190
600
$6K ﹤0.01%
+75
22 23
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