LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$5.64M
3
+$4.53M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.82M

Top Sells

1
+$3.05M
2
+$2.85M
3
+$1.39M
4
GE icon
GE Aerospace
GE
+$1.12M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$976K

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
80
352
$9K ﹤0.01%
200
353
$9K ﹤0.01%
165
354
$9K ﹤0.01%
290
355
$9K ﹤0.01%
+225
356
$9K ﹤0.01%
+340
357
$9K ﹤0.01%
+430
358
$9K ﹤0.01%
170
359
$9K ﹤0.01%
119
360
$9K ﹤0.01%
400
361
$9K ﹤0.01%
500
362
$9K ﹤0.01%
525
363
$9K ﹤0.01%
180
364
$9K ﹤0.01%
45
365
$8K ﹤0.01%
160
366
$8K ﹤0.01%
200
367
$8K ﹤0.01%
55
368
$8K ﹤0.01%
500
369
$8K ﹤0.01%
235
370
$8K ﹤0.01%
+16
371
$8K ﹤0.01%
80
372
$8K ﹤0.01%
+115
373
$8K ﹤0.01%
+820
374
$8K ﹤0.01%
144
+12
375
$8K ﹤0.01%
+150
13 14
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