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
326
$8K ﹤0.01%
+235
327
$8K ﹤0.01%
+131
328
$8K ﹤0.01%
+143
329
$8K ﹤0.01%
+100
330
$8K ﹤0.01%
+270
331
$8K ﹤0.01%
+119
332
$8K ﹤0.01%
+295
333
$8K ﹤0.01%
+500
334
$8K ﹤0.01%
+118
335
$8K ﹤0.01%
+45
336
$8K ﹤0.01%
+79
337
$8K ﹤0.01%
+70
338
$8K ﹤0.01%
+410
339
$7K ﹤0.01%
+70
340
$7K ﹤0.01%
+45
341
$7K ﹤0.01%
+7
342
$7K ﹤0.01%
+180
343
$7K ﹤0.01%
+9
344
$7K ﹤0.01%
+240
345
$7K ﹤0.01%
+55
346
$7K ﹤0.01%
+175
347
$7K ﹤0.01%
+60
348
$7K ﹤0.01%
+185
349
$7K ﹤0.01%
+85
350
$7K ﹤0.01%
+230
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