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
376
$7K ﹤0.01%
143
377
$7K ﹤0.01%
+132
378
$7K ﹤0.01%
245
379
$7K ﹤0.01%
2,000
380
$7K ﹤0.01%
200
-50
381
$6K ﹤0.01%
165
+25
382
$6K ﹤0.01%
85
383
$6K ﹤0.01%
+296
384
$6K ﹤0.01%
452
385
$6K ﹤0.01%
+53
386
$6K ﹤0.01%
290
387
$6K ﹤0.01%
+200
388
$6K ﹤0.01%
101
389
$6K ﹤0.01%
45
390
$6K ﹤0.01%
+500
391
$6K ﹤0.01%
85
392
$6K ﹤0.01%
315
393
$6K ﹤0.01%
+123
394
$5K ﹤0.01%
60
395
$5K ﹤0.01%
132
396
$5K ﹤0.01%
292
+46
397
$5K ﹤0.01%
+64
398
$5K ﹤0.01%
+100
399
$5K ﹤0.01%
+60
400
$5K ﹤0.01%
500
14 15
16
17 18