LF
Lee Financial Portfolio holdings
AUM
$797M
1-Year Est. Return
16.77%
1 Year Est. Return
+16.77%
AUM
$697M
AUM Growth
+$42.6M
(+6.5%)
Holding
154
Top Buys
| 1 | +$3.64M | |
| 2 | +$3.59M | |
| 3 | +$1.45M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$793K |
| 5 |
Blue Owl Capital
OWL
|
+$590K |
Top Sells
| 1 | +$5.92M | |
| 2 | +$2.02M | |
| 3 | +$1.06M | |
| 4 |
Texas Instruments
TXN
|
+$934K |
| 5 |
Compass Diversified
CODI
|
+$918K |
Sector Composition
| 1 | Financials | 8.13% |
| 2 | Technology | 6% |
| 3 | Energy | 2.12% |
| 4 | Healthcare | 1.52% |
| 5 | Consumer Discretionary | 1.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
HF Sinclair
DINO
$10.1B
| – | – |
-11,253
|
|
||
152
Danaher
DHR
$148B
| – | – |
-1,385
|
|
||
|
153
Compass Diversified
CODI
$448M
| – | – |
-49,171
|
|
||
154
Accenture
ACN
$152B
| – | – |
-875
|
|