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
676
$3K ﹤0.01%
+280
677
$3K ﹤0.01%
+84
678
$3K ﹤0.01%
+270
679
$3K ﹤0.01%
+100
680
$3K ﹤0.01%
+135
681
$3K ﹤0.01%
+57
682
$3K ﹤0.01%
+67
683
$3K ﹤0.01%
+30
684
$3K ﹤0.01%
+200
685
$3K ﹤0.01%
150
686
$3K ﹤0.01%
44
687
$3K ﹤0.01%
+100
688
$3K ﹤0.01%
+365
689
$3K ﹤0.01%
11
690
$3K ﹤0.01%
+128
691
$3K ﹤0.01%
+138
692
$3K ﹤0.01%
+800
693
$3K ﹤0.01%
117
694
$3K ﹤0.01%
+40
695
$3K ﹤0.01%
+61
696
$3K ﹤0.01%
+38
697
$2K ﹤0.01%
+600
698
$2K ﹤0.01%
+23
699
$2K ﹤0.01%
+6
700
$2K ﹤0.01%
+49
26 27
28
29 30