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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
+8.68%
1 Year Est. Return
+17.61%
3 Year Est. Return
+12.91%
5 Year Est. Return
+76.4%
10 Year Est. Return
–
AUM
$128M
AUM Growth
+$10.4M
Cap. Flow
+$1.03M
Cap. Flow %
0.8%
Top 10 Hldgs %
90.54%
Holding
31
New
1
Increased
21
Reduced
5
Closed
3

Top Buys

1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$11.4M
2
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$3.26M
3
DOC icon
Healthpeak Properties
DOC
+$530K
4
VZ icon
Verizon
VZ
+$129K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$111K

Top Sells

1
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$13.5M
2
DOC
PHYSICIANS REALTY TRUST
DOC
+$545K
3
K
Kellanova
K
+$503K
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$117K
5
FTNT icon
Fortinet
FTNT
+$97.5K

Sector Composition

1 Financials 1.51%
2 Consumer Staples 1.17%
3 Real Estate 1.11%
4 Technology 0.9%
5 Energy 0.8%

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