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
376
$4K ﹤0.01%
+85
377
$4K ﹤0.01%
+40
378
$4K ﹤0.01%
+65
379
$4K ﹤0.01%
+100
380
$4K ﹤0.01%
+528
381
$4K ﹤0.01%
+100
382
– –
0
383
$4K ﹤0.01%
+150
384
$4K ﹤0.01%
+246
385
$4K ﹤0.01%
+60
386
$4K ﹤0.01%
+140
387
$3K ﹤0.01%
+175
388
$3K ﹤0.01%
+540
389
$3K ﹤0.01%
+109
390
$3K ﹤0.01%
+177
391
$3K ﹤0.01%
+115
392
$3K ﹤0.01%
+200
393
$3K ﹤0.01%
+37
394
$3K ﹤0.01%
+160
395
$2K ﹤0.01%
+101
396
$2K ﹤0.01%
+202
397
$2K ﹤0.01%
+52
398
$2K ﹤0.01%
+54
399
$2K ﹤0.01%
+236
400
$2K ﹤0.01%
+148
14 15
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