LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$9.06M
3
+$7.66M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.61M
5
GE icon
GE Aerospace
GE
+$4.36M

Top Sells

No sells this quarter

Sector Composition

1 Energy 11.42%
2 Technology 5.15%
3 Industrials 4.69%
4 Financials 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
+145
227
$19K 0.01%
+426
228
$19K 0.01%
+545
229
$19K 0.01%
+5,500
230
$18K 0.01%
+750
231
$18K 0.01%
+335
232
$18K 0.01%
+155
233
$18K 0.01%
+150
234
$17K 0.01%
+280
235
$17K 0.01%
+650
236
$17K 0.01%
+458
237
$16K 0.01%
+175
238
$16K 0.01%
+215
239
$16K 0.01%
+162
240
$16K 0.01%
+800
241
$16K 0.01%
+110
242
$16K 0.01%
+195
243
$16K 0.01%
+2,400
244
$15K 0.01%
+100
245
$15K 0.01%
+75
246
$15K 0.01%
+296
247
$15K 0.01%
+85
248
$14K 0.01%
+159
249
$14K 0.01%
+200
250
$14K 0.01%
+625
8 9
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