LFGH
Lee Financial Group Hawaii Portfolio holdings
AUM
$128M
This Quarter Return
-11.03%
1 Year Return
+17.61%
3 Year Return
+12.91%
5 Year Return
+76.4%
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+69,804%)
Cap. Flow
+$8.67M
Cap. Flow
% of AUM
8.45%
Top 10 Holdings %
Top 10 Hldgs %
86.84%
Holding
41
New
4
Increased
15
Reduced
14
Closed
7
Top Buys
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$8.19M |
| 2 |
ProShares Short S&P500
SH
|
$5.75M |
| 3 |
Fortinet
FTNT
|
$1.04M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$541K |
| 5 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$356K |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$7.02M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$421K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$257K |
| 4 |
Apple
AAPL
|
$187K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$135K |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Consumer Discretionary | 0.8% |
| 3 | Healthcare | 0.73% |
| 4 | Consumer Staples | 0.72% |
| 5 | Financials | 0.39% |
