LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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 +$40.7M
2 +$8.5M
3 +$7.44M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.69M
5
GE icon
GE Aerospace
GE
+$4.18M

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
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$0 ﹤0.01%
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427
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428
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429
0
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431
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432
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433
0
434
$0 ﹤0.01%
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435
$0 ﹤0.01%
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436
$0 ﹤0.01%
+9