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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
+15.9%
1 Year Est. Return
+17.61%
3 Year Est. Return
+12.91%
5 Year Est. Return
+76.4%
10 Year Est. Return
–
AUM
$119M
AUM Growth
-$1.82M
Cap. Flow
-$15.7M
Cap. Flow %
-13.22%
Top 10 Hldgs %
63.55%
Holding
51
New
10
Increased
12
Reduced
20
Closed
9

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.5M
2
SMMD icon
iShares Russell 2500 ETF
SMMD
+$5.32M
3
FTNT icon
Fortinet
FTNT
+$4.09M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.95M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.39M

Top Sells

1
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$13.9M
2
COST icon
Costco
COST
+$4.95M
3
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$4.46M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.32M
5
BABA icon
Alibaba
BABA
+$4.09M

Sector Composition

1 Technology 18.9%
2 Financials 4.14%
3 Consumer Discretionary 3.49%
4 Healthcare 1.1%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
51
Vanguard Growth ETF
VUG
$223B
– –
-23,700
Closed -$899K
1 2
3

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