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
26
$1.41M 0.79%
+29,383
27
$1.38M 0.77%
+19,431
28
$1.38M 0.77%
+6,132
29
$1.37M 0.77%
+22,534
30
$1.36M 0.76%
+17,980
31
$1.36M 0.76%
+42,394
32
$1.33M 0.74%
+11,651
33
$1.26M 0.71%
+46,753
34
$1.25M 0.7%
+14,505
35
$1.24M 0.7%
+13,606
36
$1.23M 0.69%
+38,376
37
$1.2M 0.67%
+58,307
38
$1.17M 0.65%
+18,679
39
$1.17M 0.65%
+16,065
40
$1.16M 0.65%
+32,093
41
$1.16M 0.65%
+36,180
42
$1.11M 0.62%
+34,981
43
$1.08M 0.6%
+22,070
44
$1.05M 0.59%
+34,249
45
$1.04M 0.58%
+9,055
46
$1.04M 0.58%
+54,523
47
$984K 0.55%
+5,894
48
$976K 0.55%
+50,411
49
$960K 0.54%
+32,120
50
$951K 0.53%
+16,939
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