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LFGH
Lee Financial Group Hawaii Portfolio holdings
AUM
$128M
1-Year Est. Return
17.61%
This Fund
S&P 500
This Quarter
Est. Return
+8.05%
1 Year Est. Return
+17.61%
3 Year Est. Return
+12.91%
5 Year Est. Return
+76.4%
10 Year Est. Return
–
AUM
$117M
AUM Growth
+$8.48M
(+7.8%)
Cap. Flow
+$146K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
88.91%
Holding
32
New
2
Increased
21
Reduced
5
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.57% |
| 2 | Financials | 1.55% |
| 3 | Real Estate | 1.15% |
| 4 | Technology | 0.97% |
| 5 | Energy | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
K
26
DELISTED
Kellanova
K
| $503K | 0.43% |
9,001
+811
| +10% | +$42.4K |
|
27
Fortinet
FTNT
$118B
| $432K | 0.37% |
7,375
| – | – |
|
28
Visa
V
$680B
| $376K | 0.32% |
1,445
+2
| +0.1% | +$493 |
|
29
Apple
AAPL
$4.66T
| $361K | 0.31% |
1,876
| – | – |
|
30
Microsoft
MSFT
$2.9T
| $346K | 0.29% |
920
+1
| +0.1% | +$356 |
|
31
Clover Health Investments
CLOV
$2.41B
| – | – |
-14,000
| Closed | -$15.1K |
|
32
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.19B
| – | – |
-38,782
| Closed | -$1.5M |
|
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