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%
6
478
– –
0
479
$1K ﹤0.01%
99
480
$1K ﹤0.01%
7
481
$1K ﹤0.01%
+5
482
$1K ﹤0.01%
1,250
483
$1K ﹤0.01%
+100
484
$1K ﹤0.01%
7
485
$1K ﹤0.01%
45
486
$1K ﹤0.01%
53
487
$1K ﹤0.01%
20
488
$1K ﹤0.01%
148
489
$1K ﹤0.01%
43
-1
490
$1K ﹤0.01%
20
491
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40
492
$1K ﹤0.01%
35
493
$1K ﹤0.01%
25
494
$1K ﹤0.01%
30
495
$1K ﹤0.01%
36
496
– –
-50
497
– –
-150
498
– –
-6,408
499
– –
-9
500
$0 ﹤0.01%
100
18 19
20
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