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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$5.64M
3
+$4.53M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.82M

Top Sells

1
+$3.05M
2
+$2.85M
3
+$1.39M
4
GE icon
GE Aerospace
GE
+$1.12M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$976K

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
46
427
$4K ﹤0.01%
200
428
$4K ﹤0.01%
36
-85
429
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75
430
$4K ﹤0.01%
35
431
$3K ﹤0.01%
8
-2,260
432
$3K ﹤0.01%
38
433
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200
434
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34
-30
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$3K ﹤0.01%
116
436
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100
437
$3K ﹤0.01%
11
438
$3K ﹤0.01%
30
439
$3K ﹤0.01%
+71
440
$3K ﹤0.01%
+40
441
$3K ﹤0.01%
39
+8
442
$3K ﹤0.01%
60
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40
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$3K ﹤0.01%
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445
$3K ﹤0.01%
109
446
$3K ﹤0.01%
330
447
$3K ﹤0.01%
100
448
$2K ﹤0.01%
45
449
$2K ﹤0.01%
44
450
$2K ﹤0.01%
16
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