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
301
$12K ﹤0.01%
120
-30
302
$12K ﹤0.01%
175
303
$12K ﹤0.01%
124
+45
304
$11K ﹤0.01%
+250
305
$11K ﹤0.01%
130
306
$11K ﹤0.01%
120
307
$11K ﹤0.01%
+300
308
$11K ﹤0.01%
130
+25
309
$11K ﹤0.01%
105
310
$11K ﹤0.01%
+202
311
$11K ﹤0.01%
+250
312
$11K ﹤0.01%
540
313
$10K ﹤0.01%
305
314
$10K ﹤0.01%
300
315
$10K ﹤0.01%
264
316
$10K ﹤0.01%
330
317
$10K ﹤0.01%
210
318
$10K ﹤0.01%
+300
319
$10K ﹤0.01%
380
320
$10K ﹤0.01%
60
321
$10K ﹤0.01%
105
322
$10K ﹤0.01%
80
323
$10K ﹤0.01%
165
-35
324
$10K ﹤0.01%
115
325
$10K ﹤0.01%
125
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