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LFGH

Lee Financial Group Hawaii Portfolio holdings

AUM $128M
1-Year Est. Return 17.61%
This Fund
S&P 500
This Quarter Est. Return
+6.57%
1 Year Est. Return
+17.61%
3 Year Est. Return
+12.91%
5 Year Est. Return
+76.4%
10 Year Est. Return
–
AUM
$127M
AUM Growth
+$14.6M
Cap. Flow
+$7.74M
Cap. Flow %
6.11%
Top 10 Hldgs %
67.92%
Holding
27
New
2
Increased
13
Reduced
11
Closed
–

Top Buys

1
BABA icon
Alibaba
BABA
+$2.66M
2
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.42M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.1M
4
V icon
Visa
V
+$494K
5
MRK icon
Merck
MRK
+$204K

Top Sells

1
COST icon
Costco
COST
+$295K
2
DIS icon
Walt Disney
DIS
+$145K
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$123K
4
MAR icon
Marriott International
MAR
+$108K
5
LOW icon
Lowe's Companies
LOW
+$68.8K

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
AAPL icon
26
Apple
AAPL
$4.66T
$328K 0.26%
4,468
– –
MRK icon
27
Merck
MRK
$306B
$216K 0.17%
+2,485
New +$204K
1
2

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