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
$124K
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.88K
2
+$6.75K
3
+$2.38K
4
TSLA icon
Tesla
TSLA
+$986
5
PALC icon
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
+$157

Top Sells

1
+$5.75M
2
+$285
3
+$131
4
AMZN icon
Amazon
AMZN
+$122
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$105

Sector Composition

1 Healthcare 19.78%
2 Technology 3.57%
3 Consumer Discretionary 1.2%
4 Consumer Staples 0.56%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$275 0.22%
2,437
-523
27
$271 0.22%
10,944
-24
28
$261 0.21%
2,314
-1,084
29
$240 0.19%
1,277
-407
30
$236 0.19%
2,805
-343
31
$203 0.16%
2,343
32
$202 0.16%
2,350
33
$202 0.16%
1,891
34
– –
-87,180
1
2