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
126
$143K 0.05%
2,617
127
$143K 0.05%
1,400
128
$138K 0.05%
898
129
$135K 0.05%
1,440
130
$132K 0.05%
8,000
131
$128K 0.05%
5,000
132
$127K 0.05%
400
133
$126K 0.05%
2,625
134
$125K 0.05%
+1,430
135
$125K 0.05%
+1,600
136
$124K 0.05%
6,828
+12
137
$124K 0.05%
6,467
138
$121K 0.04%
+3,186
139
$113K 0.04%
800
+250
140
$113K 0.04%
2,500
141
$112K 0.04%
1,052
+74
142
$108K 0.04%
933
143
$107K 0.04%
2,048
+48
144
$104K 0.04%
2,120
+27
145
$101K 0.04%
750
146
$100K 0.04%
450
147
$97K 0.04%
2,500
148
$95K 0.04%
2,036
149
$94K 0.03%
1,433
+608
150
$94K 0.03%
+1,530
4 5
6
7 8