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
276
$11K 0.01%
+200
277
$11K 0.01%
+195
278
$11K 0.01%
+150
279
$10K 0.01%
+150
280
$10K 0.01%
+100
281
$10K 0.01%
+124
282
$10K 0.01%
+90
283
$10K 0.01%
+1,040
284
$10K 0.01%
+249
285
$10K 0.01%
+330
286
$10K 0.01%
+806
287
$10K 0.01%
+380
288
$10K 0.01%
+290
289
$10K 0.01%
+105
290
$10K 0.01%
+145
291
$10K 0.01%
+300
292
$10K 0.01%
+221
293
$10K 0.01%
+64
294
$10K 0.01%
+260
295
$9K 0.01%
+300
296
$9K 0.01%
+470
297
$9K 0.01%
+280
298
$9K 0.01%
+60
299
$9K 0.01%
+80
300
– –
0
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