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
451
$3K ﹤0.01%
+50
452
$3K ﹤0.01%
60
453
$3K ﹤0.01%
130
454
$3K ﹤0.01%
109
455
$3K ﹤0.01%
330
456
$3K ﹤0.01%
+100
457
$3K ﹤0.01%
175
458
$3K ﹤0.01%
+100
459
$2K ﹤0.01%
+32
460
$2K ﹤0.01%
200
461
$2K ﹤0.01%
+67
462
$2K ﹤0.01%
+45
463
$2K ﹤0.01%
+100
464
$2K ﹤0.01%
44
465
$2K ﹤0.01%
+23
466
$2K ﹤0.01%
+39
467
$2K ﹤0.01%
49
468
$2K ﹤0.01%
+44
469
$2K ﹤0.01%
236
470
$2K ﹤0.01%
+31
471
$2K ﹤0.01%
+48
472
$2K ﹤0.01%
202
473
$2K ﹤0.01%
+32
474
$2K ﹤0.01%
177
475
$2K ﹤0.01%
102
17 18
19
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