LFGH

Lee Financial Group Hawaii Portfolio holdings

AUM $128M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.54M
3
+$2.25M
4
V icon
Visa
V
+$515K
5
MRK icon
Merck
MRK
+$216K

Top Sells

1
+$291K
2
+$151K
3
+$126K
4
MAR icon
Marriott International
MAR
+$122K
5
LOW icon
Lowe's Companies
LOW
+$72.1K

Sector Composition

1 Consumer Discretionary 11.29%
2 Technology 5.07%
3 Consumer Staples 4.42%
4 Energy 4.4%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$328K 0.26%
4,468
27
$216K 0.17%
+2,485
1
2