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
351
$8K ﹤0.01%
160
352
$8K ﹤0.01%
210
353
$8K ﹤0.01%
+400
354
$8K ﹤0.01%
185
355
$8K ﹤0.01%
+445
356
$8K ﹤0.01%
210
+35
357
$8K ﹤0.01%
55
358
$8K ﹤0.01%
80
359
$8K ﹤0.01%
235
360
$8K ﹤0.01%
215
+50
361
$8K ﹤0.01%
290
362
$8K ﹤0.01%
100
363
$8K ﹤0.01%
76
+12
364
$8K ﹤0.01%
180
365
$8K ﹤0.01%
118
366
$7K ﹤0.01%
165
367
$7K ﹤0.01%
+300
368
$7K ﹤0.01%
215
369
$7K ﹤0.01%
1,040
370
$7K ﹤0.01%
80
371
$7K ﹤0.01%
200
+70
372
$7K ﹤0.01%
200
373
$7K ﹤0.01%
+250
374
$7K ﹤0.01%
45
-15
375
$7K ﹤0.01%
80
13 14
15
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