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
51
$1.2M 0.44%
19,650
+2,556
52
$1.19M 0.44%
58,328
+591
53
$1.19M 0.44%
10,667
+115
54
$1.16M 0.43%
22,112
+282
55
$1.11M 0.41%
+7,213
56
$1.09M 0.4%
61,721
+545
57
$1.09M 0.4%
32,232
+159
58
$1.06M 0.39%
24,026
+3,208
59
$1.06M 0.39%
54,331
+458
60
$1.04M 0.38%
32,496
-1,689
61
$1.02M 0.38%
36,966
+6,787
62
$1.02M 0.37%
9,194
+204
63
$1.01M 0.37%
7,606
+72
64
$997K 0.37%
15,222
+2,413
65
$983K 0.36%
5,875
+61
66
$976K 0.36%
6,777
67
$956K 0.35%
15,631
-1,240
68
$898K 0.33%
18,979
+5,407
69
$881K 0.32%
66,756
+450
70
$801K 0.29%
4,724
+10
71
$792K 0.29%
6,711
-75
72
$764K 0.28%
2,268
73
$727K 0.27%
42,894
74
$723K 0.27%
35,080
+1,136
75
$718K 0.26%
6,067
+17
1 2
3
4 5