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
476
$2K ﹤0.01%
+32
477
$1K ﹤0.01%
25
478
$1K ﹤0.01%
35
479
$1K ﹤0.01%
20
480
$1K ﹤0.01%
36
481
$1K ﹤0.01%
30
482
$1K ﹤0.01%
40
483
$1K ﹤0.01%
20
484
$1K ﹤0.01%
43
-1
485
$1K ﹤0.01%
148
486
$1K ﹤0.01%
53
487
$1K ﹤0.01%
45
488
$1K ﹤0.01%
7
489
$1K ﹤0.01%
+100
490
$1K ﹤0.01%
1,250
491
$1K ﹤0.01%
+5
492
$1K ﹤0.01%
7
493
$1K ﹤0.01%
99
494
– –
0
495
$1K ﹤0.01%
6
496
$0 ﹤0.01%
50
497
– –
-1,000
498
$0 ﹤0.01%
13
499
– –
-1,426
500
– –
-35,171
18 19
20
21 22