LFGH
Lee Financial Group Hawaii Portfolio holdings
AUM
$128M
This Quarter Return
-3.59%
1 Year Return
+17.61%
3 Year Return
+12.91%
5 Year Return
+76.4%
10 Year Return
–
AUM
$147K
AUM Growth
+$147K
(-100%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-10,670.02%
Top 10 Holdings %
Top 10 Hldgs %
85.61%
Holding
40
New
4
Increased
13
Reduced
19
Closed
3
Top Buys
| 1 |
Clover Health Investments
CLOV
|
$24K |
| 2 |
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
|
$15.1K |
| 3 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
$5.35K |
| 4 |
Tesla
TSLA
|
$552 |
| 5 |
ARK Innovation ETF
ARKK
|
$523 |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$9.99M |
| 2 |
SPDR S&P Health Care Equipment ETF
XHE
|
$5.28M |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$411K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$16.8K |
| 5 |
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% |
