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
701
$2K ﹤0.01%
14
-18
702
$2K ﹤0.01%
+49
703
– –
0
704
$2K ﹤0.01%
+100
705
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+76
706
$2K ﹤0.01%
21
-45
707
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+15
708
$2K ﹤0.01%
+52
709
$2K ﹤0.01%
+45
710
$2K ﹤0.01%
+7
711
$2K ﹤0.01%
+83
712
$2K ﹤0.01%
280
713
$2K ﹤0.01%
+65
714
$2K ﹤0.01%
+150
715
$2K ﹤0.01%
+1,000
716
$2K ﹤0.01%
+80
717
$2K ﹤0.01%
+1,000
718
$1K ﹤0.01%
+30
719
$1K ﹤0.01%
36
720
$1K ﹤0.01%
+40
721
$1K ﹤0.01%
30
722
$1K ﹤0.01%
+25
723
$1K ﹤0.01%
+30
724
$1K ﹤0.01%
25
725
$1K ﹤0.01%
45
-45
27 28
29
30 31