LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$5.64M
3
+$4.53M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.82M

Top Sells

1
+$3.05M
2
+$2.85M
3
+$1.39M
4
GE icon
GE Aerospace
GE
+$1.12M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$976K

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
157
+150
302
$12K ﹤0.01%
500
303
$12K ﹤0.01%
+57
304
$12K ﹤0.01%
+100
305
$12K ﹤0.01%
90
+30
306
$12K ﹤0.01%
150
307
$12K ﹤0.01%
250
308
$12K ﹤0.01%
416
309
$12K ﹤0.01%
74
310
$12K ﹤0.01%
+198
311
$12K ﹤0.01%
330
312
$12K ﹤0.01%
210
313
$12K ﹤0.01%
+460
314
$11K ﹤0.01%
305
315
$11K ﹤0.01%
130
316
$11K ﹤0.01%
60
317
$11K ﹤0.01%
148
318
$11K ﹤0.01%
105
-5
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$11K ﹤0.01%
140
320
$11K ﹤0.01%
280
-10
321
$11K ﹤0.01%
500
322
$11K ﹤0.01%
175
323
$10K ﹤0.01%
118
324
$10K ﹤0.01%
164
325
$10K ﹤0.01%
105
-15
11 12
13
14 15