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
626
$5K ﹤0.01%
+36
627
$5K ﹤0.01%
+83
628
$5K ﹤0.01%
+27
629
$5K ﹤0.01%
+31
630
$5K ﹤0.01%
200
+100
631
$5K ﹤0.01%
+65
632
$5K ﹤0.01%
260
633
$5K ﹤0.01%
+196
634
$4K ﹤0.01%
+2
635
$4K ﹤0.01%
38
636
$4K ﹤0.01%
+83
637
$4K ﹤0.01%
+100
638
$4K ﹤0.01%
+60
639
$4K ﹤0.01%
+16
640
$4K ﹤0.01%
+249
641
$4K ﹤0.01%
300
642
$4K ﹤0.01%
+144
643
$4K ﹤0.01%
100
644
$4K ﹤0.01%
+141
645
$4K ﹤0.01%
82
646
$4K ﹤0.01%
+26
647
$4K ﹤0.01%
+100
648
$4K ﹤0.01%
+3
649
– –
0
650
$4K ﹤0.01%
+87
24 25
26
27 28