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
651
$4K ﹤0.01%
+87
652
$4K ﹤0.01%
+24
653
$4K ﹤0.01%
+19
654
$4K ﹤0.01%
+78
655
$4K ﹤0.01%
85
656
$4K ﹤0.01%
+18
657
$4K ﹤0.01%
+62
658
$4K ﹤0.01%
230
659
$4K ﹤0.01%
+64
660
$4K ﹤0.01%
+71
661
$4K ﹤0.01%
525
+180
662
$3K ﹤0.01%
75
663
$3K ﹤0.01%
+50
664
$3K ﹤0.01%
+42
665
$3K ﹤0.01%
+48
666
$3K ﹤0.01%
+70
667
$3K ﹤0.01%
+54
668
$3K ﹤0.01%
330
669
$3K ﹤0.01%
+26
670
$3K ﹤0.01%
109
671
$3K ﹤0.01%
+32
672
$3K ﹤0.01%
40
673
$3K ﹤0.01%
+39
674
$3K ﹤0.01%
+36
675
$3K ﹤0.01%
+45
25 26
27
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