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
276
$14K 0.01%
95
277
$14K 0.01%
320
278
$14K 0.01%
800
279
$14K 0.01%
99
280
$14K 0.01%
195
281
$14K 0.01%
830
282
$14K 0.01%
150
283
$14K 0.01%
500
284
$14K 0.01%
145
285
$13K ﹤0.01%
+318
286
$13K ﹤0.01%
148
287
$13K ﹤0.01%
107
288
$13K ﹤0.01%
10,000
289
$13K ﹤0.01%
431
+131
290
$13K ﹤0.01%
121
+85
291
$13K ﹤0.01%
140
292
$13K ﹤0.01%
160
+52
293
$12K ﹤0.01%
+416
294
$12K ﹤0.01%
+74
295
$12K ﹤0.01%
470
296
$12K ﹤0.01%
145
297
$12K ﹤0.01%
+150
298
$12K ﹤0.01%
110
299
$12K ﹤0.01%
+400
300
$12K ﹤0.01%
145
10 11
12
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