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
101
$257K 0.09%
+10,000
102
$255K 0.09%
1
103
$254K 0.09%
4,688
104
$253K 0.09%
5,560
+920
105
$248K 0.09%
5,992
+508
106
$248K 0.09%
5,543
-125
107
$231K 0.09%
+5,660
108
$229K 0.08%
12,700
109
$227K 0.08%
6,419
110
$215K 0.08%
2,064
+361
111
$214K 0.08%
+5,187
112
$197K 0.07%
3,091
+43
113
$195K 0.07%
+2,346
114
$194K 0.07%
6,000
115
$172K 0.06%
+5,000
116
$172K 0.06%
+4,000
117
– –
0
118
$165K 0.06%
3,388
+57
119
$161K 0.06%
+2,239
120
$159K 0.06%
6,315
+171
121
$158K 0.06%
2,060
+600
122
$155K 0.06%
+3,160
123
$155K 0.06%
94
124
$153K 0.06%
1,917
+1
125
$151K 0.06%
+2,032
3 4
5
6 7