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
426
$0 ﹤0.01%
+3
427
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428
0
429
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430
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+25
431
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432
0
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$0 ﹤0.01%
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434
$0 ﹤0.01%
+10
435
$0 ﹤0.01%
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436
$0 ﹤0.01%
+50