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
51
$901K 0.5%
+6,777
52
$863K 0.48%
+55,301
53
$861K 0.48%
+19,660
54
$827K 0.46%
+10,637
55
$818K 0.46%
+44,411
56
$810K 0.45%
+19,240
57
$778K 0.44%
+7,101
58
$751K 0.42%
+3,361
59
$742K 0.42%
+4,551
60
$729K 0.41%
+30,544
61
$682K 0.38%
+13,707
62
$661K 0.37%
+8,908
63
$653K 0.37%
+2,268
64
$647K 0.36%
+15,250
65
$635K 0.36%
+52,019
66
$633K 0.35%
+6,624
67
$535K 0.3%
+8,732
68
$527K 0.3%
+8,481
69
$521K 0.29%
+19,500
70
$517K 0.29%
+15,174
71
$514K 0.29%
+11,075
72
$463K 0.26%
+7,817
73
$453K 0.25%
+16,514
74
$439K 0.25%
+29,142
75
$418K 0.23%
+12,952
1 2
3
4 5