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
$138M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$227K
3
+$208K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$201K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$115K

Top Sells

1
+$5.45M
2
+$2.01M
3
+$407K
4
ARKK icon
ARK Innovation ETF
ARKK
+$336K
5
LOGI icon
Logitech
LOGI
+$276K

Sector Composition

1 Technology 2.84%
2 Consumer Staples 0.83%
3 Consumer Discretionary 0.71%
4 Healthcare 0.49%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$459K 0.33%
2,116
-190
27
$448K 0.33%
1,760
-59
28
$430K 0.31%
6,799
-99
29
$426K 0.31%
2,401
-299
30
$421K 0.31%
8,195
-263
31
$411K 0.3%
8,116
-323
32
$385K 0.28%
3,288
-139
33
$308K 0.22%
5,552
-970
34
$305K 0.22%
5,911
-2,598
35
$227K 0.17%
+1,385
36
$208K 0.15%
+2,343
37
– –
-3,128
38
– –
-89,422
39
– –
-990
1
2