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
251
$14K 0.01%
+107
252
$14K 0.01%
+150
253
$13K 0.01%
+111
254
$13K 0.01%
+175
255
$13K 0.01%
+125
256
$13K 0.01%
+93
257
$13K 0.01%
+830
258
$13K 0.01%
+300
259
$13K 0.01%
+150
260
$13K 0.01%
+225
261
$13K 0.01%
+175
262
$13K 0.01%
+125
263
$12K 0.01%
+100
264
$12K 0.01%
+99
265
$12K 0.01%
+262
266
$12K 0.01%
+162
267
$12K 0.01%
+85
268
$12K 0.01%
+140
269
$12K 0.01%
+145
270
$11K 0.01%
+31
271
$11K 0.01%
+125
272
$11K 0.01%
+132
273
$11K 0.01%
+329
274
$11K 0.01%
+110
275
$11K 0.01%
+161
9 10
11
12 13