LFGH
Lee Financial Group Hawaii Portfolio holdings
AUM
$128M
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$117M
AUM Growth
+$8.48M
(+7.8%)
Holding
32
Top Buys
| 1 | +$574K | |
| 2 | +$548K | |
| 3 | +$190K | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$146K |
| 5 |
Innovative Industrial Properties
IIPR
|
+$88.7K |
Top Sells
| 1 | +$1.5M | |
| 2 | +$296K | |
| 3 | +$101K | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$93.4K |
| 5 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$63.5K |
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
|
|
||
27
Fortinet
FTNT
$59.7B
| $432K | 0.37% |
7,375
|
|
||
28
Visa
V
$673B
| $376K | 0.32% |
1,445
+2
|
|
||
29
Apple
AAPL
$4.04T
| $361K | 0.31% |
1,876
|
|
||
30
Microsoft
MSFT
$3.61T
| $346K | 0.29% |
920
+1
|
|
||
31
Clover Health Investments
CLOV
$1.33B
| – | – |
-14,000
|
|
||
32
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.31B
| – | – |
-38,782
|
|