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
$272M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.65M
3
+$1.43M
4
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$1.15M
5
WSO icon
Watsco Inc
WSO
+$1.11M

Top Sells

1
+$4.13M
2
+$2.28M
3
+$1.2M
4
BP icon
BP
BP
+$1.06M
5
GE icon
GE Aerospace
GE
+$849K

Sector Composition

1 Energy 6.89%
2 Technology 3.71%
3 Consumer Discretionary 3.01%
4 Financials 2.76%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
478
227
$25K 0.01%
300
228
$25K 0.01%
+800
229
$25K 0.01%
275
230
$25K 0.01%
700
231
$25K 0.01%
+1,500
232
$25K 0.01%
+3,137
233
$24K 0.01%
+58
234
$24K 0.01%
375
235
$24K 0.01%
+1,200
236
$23K 0.01%
+1,000
237
$23K 0.01%
185
238
$22K 0.01%
426
239
$22K 0.01%
286
240
$22K 0.01%
2,000
241
$22K 0.01%
+1,000
242
– –
0
243
$22K 0.01%
+1,100
244
$21K 0.01%
475
245
$21K 0.01%
105
-5
246
$21K 0.01%
750
247
$20K 0.01%
650
248
$19K 0.01%
155
249
$19K 0.01%
175
250
$18K 0.01%
5,500
8 9
10
11 12