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
601
$6K ﹤0.01%
+52
602
$6K ﹤0.01%
202
603
$6K ﹤0.01%
315
604
$6K ﹤0.01%
140
-35
605
$6K ﹤0.01%
+70
606
$6K ﹤0.01%
40
+34
607
$6K ﹤0.01%
+38
608
$5K ﹤0.01%
+7
609
$5K ﹤0.01%
+74
610
$5K ﹤0.01%
132
611
$5K ﹤0.01%
17
+13
612
$5K ﹤0.01%
+330
613
$5K ﹤0.01%
246
614
$5K ﹤0.01%
+88
615
$5K ﹤0.01%
+201
616
$5K ﹤0.01%
+141
617
$5K ﹤0.01%
+280
618
$5K ﹤0.01%
+150
619
$5K ﹤0.01%
+38
620
$5K ﹤0.01%
+75
621
$5K ﹤0.01%
+122
622
$5K ﹤0.01%
101
623
$5K ﹤0.01%
+210
624
$5K ﹤0.01%
+374
625
$5K ﹤0.01%
+91
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