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
$109M
AUM Growth
-$479K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$1.46M
3
+$588K
4
HD icon
Home Depot
HD
+$447K
5
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$214K

Top Sells

1
+$2.41M
2
+$1.8M
3
+$780K
4
TSLA icon
Tesla
TSLA
+$230K
5
FTNT icon
Fortinet
FTNT
+$133K

Sector Composition

1 Consumer Staples 1.5%
2 Financials 1.32%
3 Technology 0.96%
4 Real Estate 0.89%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$431K 0.4%
35,317
+41
27
$332K 0.3%
1,443
-87
28
$321K 0.29%
1,876
+123
29
$290K 0.27%
919
-357
30
$15.1K 0.01%
14,000
31
– –
-1,106
1
2