We are live on
!
Find out more
LFGH
Lee Financial Group Hawaii Portfolio holdings
AUM
$128M
1-Year Est. Return
17.61%
This Fund
S&P 500
This Quarter
Est. Return
+3.37%
1 Year Est. Return
+17.61%
3 Year Est. Return
+12.91%
5 Year Est. Return
+76.4%
10 Year Est. Return
–
AUM
$109M
AUM Growth
+$12.3M
(+13%)
Cap. Flow
+$9.29M
Cap. Flow
% of AUM
8.49%
Top 10 Holdings %
Top 10 Hldgs %
89.2%
Holding
37
New
6
Increased
13
Reduced
9
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.56% |
| 2 | Technology | 1.33% |
| 3 | Financials | 1.27% |
| 4 | Real Estate | 0.93% |
| 5 | Energy | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$2.9T
| $434K | 0.4% |
1,276
-747
| -37% | -$234K |
|
27
Visa
V
$680B
| $363K | 0.33% |
1,530
-180
| -11% | -$41.2K |
|
28
Apple
AAPL
$4.66T
| $289K | 0.26% |
1,753
| – | – |
|
29
Tesla
TSLA
$1.48T
| $230K | 0.21% |
1,106
+16
| +1% | +$3.2K |
|
30
Clover Health Investments
CLOV
$2.41B
| $11.8K | 0.01% |
14,000
| – | – |
|
31
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
| – | – |
-11,449
| Closed | -$511K |
|
32
iShares Core 5-10 Year USD Bond ETF
IMTB
$276M
| – | – |
-28,944
| Closed | -$1.27M |
|
33
Labcorp
LH
$22.7B
| – | – |
-1,420
| Closed | -$280K |
|
|
MPT
34
Medical Properties Trust
MPT
$2.69B
| – | – |
-20,316
| Closed | -$167K |
|
35
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
| – | – |
-23,268
| Closed | -$982K |
|
36
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
| – | – |
-18,301
| Closed | -$759K |
|
37
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
| – | – |
-6,684
| Closed | -$277K |
|
Similar funds
MAM
MI
SFS
KIA
DC
WCM
RG
ABP