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
251
$18K 0.01%
225
252
$18K 0.01%
330
253
$18K 0.01%
545
254
$18K 0.01%
196
+34
255
$18K 0.01%
+1,000
256
$18K 0.01%
+800
257
$17K 0.01%
135
+15
258
$17K 0.01%
+1,200
259
$17K 0.01%
+200
260
$17K 0.01%
150
261
$16K 0.01%
672
+364
262
$16K 0.01%
407
+131
263
$16K 0.01%
75
264
$16K 0.01%
238
-924
265
$16K 0.01%
320
+20
266
$15K 0.01%
200
267
$15K 0.01%
215
268
$15K 0.01%
116
+91
269
$15K 0.01%
625
270
$15K 0.01%
+450
271
$15K 0.01%
225
272
$15K 0.01%
85
273
$15K 0.01%
145
274
$15K 0.01%
2,400
275
$15K 0.01%
85
9 10
11
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