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
326
$10K ﹤0.01%
+400
327
$10K ﹤0.01%
290
328
$10K ﹤0.01%
+500
329
$10K ﹤0.01%
150
330
$10K ﹤0.01%
260
331
$9K ﹤0.01%
+200
332
$9K ﹤0.01%
45
333
$9K ﹤0.01%
60
+15
334
$9K ﹤0.01%
175
+35
335
$9K ﹤0.01%
118
336
$9K ﹤0.01%
75
337
$9K ﹤0.01%
164
338
$9K ﹤0.01%
341
339
$9K ﹤0.01%
180
340
$9K ﹤0.01%
70
341
$9K ﹤0.01%
806
342
$9K ﹤0.01%
210
343
$9K ﹤0.01%
500
+200
344
$9K ﹤0.01%
131
345
$9K ﹤0.01%
200
346
$9K ﹤0.01%
260
347
$9K ﹤0.01%
240
348
$9K ﹤0.01%
170
349
$9K ﹤0.01%
119
350
$9K ﹤0.01%
525
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