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
$147K
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$24K
2
+$15.1K
3
+$5.35K
4
TSLA icon
Tesla
TSLA
+$552
5
ARKK icon
ARK Innovation ETF
ARKK
+$523

Top Sells

1
+$9.99M
2
+$5.28M
3
+$411K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.8K
5
FTNT icon
Fortinet
FTNT
+$82

Sector Composition

1 Healthcare 16.73%
2 Technology 2.53%
3 Consumer Discretionary 0.95%
4 Consumer Staples 0.75%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$538 0.37%
3,522
-219
27
$505 0.34%
10,140
+205
28
$498 0.34%
8,106
+1,307
29
$472 0.32%
14,433
-973
30
$453 0.31%
2,041
-75
31
$451 0.31%
9,250
+1,055
32
$401 0.27%
1,686
-74
33
$361 0.25%
4,723
-829
34
$286 0.2%
3,145
-143
35
$254 0.17%
5,316
-595
36
$234 0.16%
2,343
37
$206 0.14%
1,350
-35
38
– –
-8,116
39
– –
-163,000
40
– –
-45,034
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