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
426
$3K ﹤0.01%
52
-48
427
$3K ﹤0.01%
+61
428
$3K ﹤0.01%
+81
429
$3K ﹤0.01%
+68
430
$3K ﹤0.01%
38
+1
431
$3K ﹤0.01%
+25
432
$3K ﹤0.01%
+44
433
$3K ﹤0.01%
+80
434
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+19
435
$3K ﹤0.01%
+200
436
$3K ﹤0.01%
116
+1
437
$3K ﹤0.01%
+13
438
$3K ﹤0.01%
+11
439
$3K ﹤0.01%
+30
440
$3K ﹤0.01%
+70
441
$3K ﹤0.01%
+16
442
$3K ﹤0.01%
+18
443
$3K ﹤0.01%
+100
444
$3K ﹤0.01%
+52
445
$3K ﹤0.01%
+56
446
$3K ﹤0.01%
+100
447
$3K ﹤0.01%
+46
448
$3K ﹤0.01%
+18
449
$3K ﹤0.01%
+41
450
$3K ﹤0.01%
145
16 17
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