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
$119M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.88M
3
+$4.81M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.39M

Top Sells

1
+$13.9M
2
+$4.99M
3
+$4.57M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$4.46M
5
LH icon
Labcorp
LH
+$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
51
– –
-3,950
1 2
3