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
401
$5K ﹤0.01%
+200
402
$5K ﹤0.01%
67
+64
403
$5K ﹤0.01%
60
-45
404
$5K ﹤0.01%
+400
405
$5K ﹤0.01%
+276
406
$5K ﹤0.01%
+40
407
$4K ﹤0.01%
+100
408
$4K ﹤0.01%
+23
409
$4K ﹤0.01%
140
410
$4K ﹤0.01%
160
411
$4K ﹤0.01%
+28
412
$4K ﹤0.01%
+200
413
$4K ﹤0.01%
150
414
– –
0
415
$4K ﹤0.01%
100
416
$4K ﹤0.01%
+34
417
$4K ﹤0.01%
82
418
$4K ﹤0.01%
528
419
$4K ﹤0.01%
100
420
$4K ﹤0.01%
280
421
$4K ﹤0.01%
+62
422
$4K ﹤0.01%
540
423
$4K ﹤0.01%
75
424
$4K ﹤0.01%
345
425
$4K ﹤0.01%
40
15 16
17
18 19