LF
Lee Financial Portfolio holdings
AUM
$697M
1-Year Return
15.8%
This Quarter Return
+3.5%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$172M
Cap. Flow
% of AUM
96.28%
Top 10 Holdings %
Top 10 Hldgs %
47.4%
Holding
437
New
423
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$42.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.06M |
| 3 |
iShares Select Dividend ETF
DVY
|
$7.66M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.61M |
| 5 |
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% |
