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
26
$1.93M 0.71%
23,953
-2,113
27
$1.77M 0.65%
15,070
+2,409
28
$1.75M 0.65%
6,320
+72
29
$1.75M 0.65%
29,431
+307
30
$1.75M 0.64%
23,461
+263
31
$1.66M 0.61%
12,789
-6,561
32
$1.65M 0.61%
52,716
+211
33
$1.63M 0.6%
42,320
+256
34
$1.6M 0.59%
100,906
+28,660
35
$1.59M 0.59%
21,990
+3,872
36
$1.59M 0.59%
20,323
+2,611
37
$1.58M 0.58%
29,418
+351
38
$1.57M 0.58%
98,718
+1,183
39
$1.5M 0.55%
27,418
-3,012
40
$1.5M 0.55%
11,636
+45
41
$1.47M 0.54%
153,090
+42,480
42
$1.45M 0.53%
16,045
+170
43
$1.41M 0.52%
47,621
+6
44
$1.4M 0.52%
35,161
+10,706
45
$1.4M 0.51%
39,888
+8,376
46
$1.39M 0.51%
110,693
+6,582
47
$1.31M 0.48%
14,364
+986
48
$1.3M 0.48%
18,000
+195
49
$1.29M 0.48%
45,426
+7,467
50
$1.26M 0.47%
22,209
+207
1
2
3 4 5