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
$147K
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$24K
2
+$15.1K
3
+$5.35K
4
TSLA icon
Tesla
TSLA
+$552
5
ARKK icon
ARK Innovation ETF
ARKK
+$523

Top Sells

1
+$9.99M
2
+$5.28M
3
+$411K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.8K
5
FTNT icon
Fortinet
FTNT
+$82

Sector Composition

1 Healthcare 16.73%
2 Technology 2.53%
3 Consumer Discretionary 0.95%
4 Consumer Staples 0.75%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24K 16.36%
+85
2
$20.8K 14.18%
417,979
-475
3
$17.2K 11.73%
41,456
-40,580
4
$16.9K 11.49%
165,552
+1,684
5
$15.1K 10.32%
+383,658
6
$9.69K 6.61%
155,379
-920
7
$6.08K 4.15%
114,576
-603
8
$5.79K 3.95%
46,421
+1,872
9
$5.35K 3.65%
+119,444
10
$4.67K 3.18%
77,670
+1,551
11
$3.85K 2.62%
58,043
+7,890
12
$1.67K 1.14%
18,743
+1,482
13
$1.57K 1.07%
22,990
-1,195
14
$1.1K 0.75%
23,181
+2,727
15
$1.06K 0.73%
13,730
-617
16
$1.03K 0.7%
12,598
-90
17
$944 0.64%
3,063
-83
18
$889 0.61%
1,544
-67
19
$694 0.47%
15,439
+1,692
20
$670 0.46%
49,351
+6,015
21
$658 0.45%
3,770
+1,369
22
$652 0.44%
13,819
+1,379
23
$557 0.38%
3,420
-160
24
$552 0.38%
+1,362
25
$549 0.37%
2,423
-94
1
2