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
$124K
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.88K
2
+$6.75K
3
+$2.38K
4
TSLA icon
Tesla
TSLA
+$986
5
PALC icon
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
+$157

Top Sells

1
+$5.75M
2
+$285
3
+$131
4
AMZN icon
Amazon
AMZN
+$122
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$105

Sector Composition

1 Healthcare 19.78%
2 Technology 3.57%
3 Consumer Discretionary 1.2%
4 Consumer Staples 0.56%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24K 19.31%
40,800
+16,800
2
$16.8K 13.51%
409,192
+989
3
$14.5K 11.65%
291,001
+135,588
4
$13.5K 10.85%
41,075
+360
5
$12.3K 9.94%
387,122
+4,929
6
$8.11K 6.52%
90,371
-1,456
7
$7.86K 6.33%
329,997
-4,428
8
$4.28K 3.44%
46,659
+276
9
$4.23K 3.41%
118,193
+55
10
$3.76K 3.03%
79,863
+1,050
11
$2.4K 1.93%
332,024
+329,622
12
$1.24K 1%
29,432
+2,206
13
$1.14K 0.92%
16,061
-883
14
$1.09K 0.87%
22,105
-885
15
$992 0.8%
19,368
+1,512
16
$990 0.8%
262,598
+261,608
17
$925 0.74%
23,656
+1,766
18
$761 0.61%
18,610
+1,437
19
$691 0.56%
1,463
-82
20
$676 0.54%
2,902
-153
21
$624 0.5%
9,447
-4,322
22
$490 0.39%
11,514
+885
23
$384 0.31%
2,180
-213
24
$340 0.27%
4,726
-3
25
$295 0.24%
1,659
-389
1
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