LF
Lee Financial Portfolio holdings
AUM
$697M
This Quarter Return
+3.9%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+40%)
Cap. Flow
+$69.9M
Cap. Flow
% of AUM
27.85%
Top 10 Holdings %
Top 10 Hldgs %
50.2%
Holding
456
New
17
Increased
50
Reduced
90
Closed
33
Top Buys
Top Sells
| 1 |
GE Aerospace
GE
|
$1.35M |
| 2 |
Verizon
VZ
|
$1.08M |
| 3 |
B&G Foods
BGS
|
$861K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$638K |
| 5 |
Occidental Petroleum
OXY
|
$537K |
Sector Composition
| 1 | Energy | 7.78% |
| 2 | Technology | 3.95% |
| 3 | Consumer Discretionary | 3.04% |
| 4 | Financials | 2.82% |
| 5 | Industrials | 2.69% |
