LF

Lee Financial Portfolio holdings

AUM $697M
1-Year Return 15.8%
This Quarter Return
+8.83%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
AUM
$600M
AUM Growth
+$29.8M
Cap. Flow
-$17.5M
Cap. Flow %
-2.91%
Top 10 Hldgs %
68.22%
Holding
865
New
4
Increased
47
Reduced
64
Closed
724
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GBCI icon
501
Glacier Bancorp
GBCI
$5.76B
-245
Closed -$10.1K
GCOW icon
502
Pacer Global Cash Cows Dividend ETF
GCOW
$2.46B
-720
Closed -$24.9K
GD icon
503
General Dynamics
GD
$86.9B
-31
Closed -$8.05K
GDDY icon
504
GoDaddy
GDDY
$20.1B
-13
Closed -$1.38K
GE icon
505
GE Aerospace
GE
$301B
-219
Closed -$22.4K
GEF icon
506
Greif
GEF
$3.54B
-7
Closed -$463
GEHC icon
507
GE HealthCare
GEHC
$34.7B
-4
Closed -$310
GEL icon
508
Genesis Energy
GEL
$2.03B
-2,642
Closed -$30.6K
GILD icon
509
Gilead Sciences
GILD
$143B
-317
Closed -$25.7K
GIS icon
510
General Mills
GIS
$26.7B
-1,700
Closed -$111K
GLOB icon
511
Globant
GLOB
$2.52B
-95
Closed -$22.6K
GLOF icon
512
iShares Global Equity Factor ETF
GLOF
$153M
-310
Closed -$11.7K
GLPI icon
513
Gaming and Leisure Properties
GLPI
$13.6B
-44
Closed -$2.17K
GLW icon
514
Corning
GLW
$64.2B
-2,556
Closed -$77.8K
GM icon
515
General Motors
GM
$54.6B
-801
Closed -$28.8K
GMED icon
516
Globus Medical
GMED
$7.89B
-285
Closed -$15.2K
GMS
517
DELISTED
GMS Inc
GMS
-52
Closed -$4.29K
GOVT icon
518
iShares US Treasury Bond ETF
GOVT
$28.2B
-255
Closed -$5.88K
GPC icon
519
Genuine Parts
GPC
$19.4B
-190
Closed -$26.5K
GRMN icon
520
Garmin
GRMN
$45.4B
-70
Closed -$9K
GS icon
521
Goldman Sachs
GS
$233B
-301
Closed -$116K
GSK icon
522
GSK
GSK
$81.5B
-360
Closed -$13.3K
GTES icon
523
Gates Industrial
GTES
$6.52B
-1,010
Closed -$13.6K
GTX icon
524
Garrett Motion
GTX
$2.66B
-20
Closed -$194
HAL icon
525
Halliburton
HAL
$19.3B
-1,558
Closed -$56.3K