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
151
$92K 0.03%
1,377
+1,012
152
$90K 0.03%
3,270
153
$90K 0.03%
829
+379
154
$89K 0.03%
1,022
-349
155
$89K 0.03%
32,000
156
$86K 0.03%
896
157
$82K 0.03%
+1,050
158
$80K 0.03%
999
+251
159
$80K 0.03%
977
+238
160
$78K 0.03%
711
161
$78K 0.03%
1,910
162
$77K 0.03%
603
+45
163
$77K 0.03%
3,254
+3,200
164
$76K 0.03%
386
-364
165
$74K 0.03%
4,730
166
$73K 0.03%
1,666
167
$73K 0.03%
591
168
$73K 0.03%
906
169
$72K 0.03%
490
170
$71K 0.03%
414
+314
171
$70K 0.03%
351
172
$68K 0.03%
3,892
173
$67K 0.02%
3,000
174
$66K 0.02%
2,000
175
$66K 0.02%
+5,500
5 6
7
8 9