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
151
$71K 0.04%
+1,199
152
$71K 0.04%
+1,909
153
$71K 0.04%
+4,730
154
$70K 0.04%
+884
155
$70K 0.04%
+671
156
$69K 0.04%
+3,000
157
$69K 0.04%
+825
158
$67K 0.04%
+1,162
159
$67K 0.04%
+906
160
$66K 0.04%
+5,350
161
$65K 0.04%
+603
162
$63K 0.04%
+547
163
$62K 0.03%
+520
164
$62K 0.03%
+4,320
165
$61K 0.03%
+351
166
$60K 0.03%
+711
167
$57K 0.03%
+307
168
$56K 0.03%
+850
169
$56K 0.03%
+900
170
$55K 0.03%
+2,437
171
$54K 0.03%
+739
172
$53K 0.03%
+1,426
173
$53K 0.03%
+401
174
$52K 0.03%
+1,160
175
$51K 0.03%
+2,323
5 6
7
8 9