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
351
$7K ﹤0.01%
+75
352
$6K ﹤0.01%
+250
353
$6K ﹤0.01%
+330
354
$6K ﹤0.01%
+315
355
$6K ﹤0.01%
+245
356
$6K ﹤0.01%
+45
357
$6K ﹤0.01%
+300
358
$6K ﹤0.01%
+290
359
$6K ﹤0.01%
+452
360
$6K ﹤0.01%
+210
361
$6K ﹤0.01%
+54
362
$6K ﹤0.01%
+140
363
$5K ﹤0.01%
+280
364
$5K ﹤0.01%
+150
365
$5K ﹤0.01%
+36
366
$5K ﹤0.01%
+101
367
$5K ﹤0.01%
+82
368
$5K ﹤0.01%
+165
369
$5K ﹤0.01%
+130
370
$5K ﹤0.01%
+50
371
$5K ﹤0.01%
+50
372
$5K ﹤0.01%
+132
373
$5K ﹤0.01%
+140
374
$4K ﹤0.01%
+70
375
$4K ﹤0.01%
+130
13 14
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