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
401
$2K ﹤0.01%
+49
402
$2K ﹤0.01%
+44
403
$2K ﹤0.01%
+25
404
$1K ﹤0.01%
+6
405
$1K ﹤0.01%
+66
406
– –
0
407
$1K ﹤0.01%
+1,250
408
$1K ﹤0.01%
+45
409
$1K ﹤0.01%
+20
410
$1K ﹤0.01%
+44
411
$1K ﹤0.01%
+20
412
$1K ﹤0.01%
+18
413
$1K ﹤0.01%
+35
414
$1K ﹤0.01%
+30
415
$1K ﹤0.01%
+36
416
$0 ﹤0.01%
+9
417
$0 ﹤0.01%
+100
418
$0 ﹤0.01%
+8
419
$0 ﹤0.01%
+30
420
– –
0
421
$0 ﹤0.01%
+4
422
– –
0
423
$0 ﹤0.01%
+7
424
$0 ﹤0.01%
+7
425
$0 ﹤0.01%
+15
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18