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
176
$50K 0.03%
+801
177
$49K 0.03%
+644
178
$48K 0.03%
+550
179
$48K 0.03%
+297
180
$48K 0.03%
+344
181
– –
0
182
$47K 0.03%
+450
183
$45K 0.03%
+764
184
$44K 0.02%
+670
185
$43K 0.02%
+1,009
186
$42K 0.02%
+613
187
$41K 0.02%
+813
188
$37K 0.02%
+743
189
$37K 0.02%
+687
190
$36K 0.02%
+300
191
$36K 0.02%
+1,000
192
$34K 0.02%
+1,587
193
$33K 0.02%
+900
194
$33K 0.02%
+3,345
195
$32K 0.02%
+1,000
196
$32K 0.02%
+1,668
197
$32K 0.02%
+775
198
$32K 0.02%
+860
199
$32K 0.02%
+649
200
$32K 0.02%
+510
6 7
8
9 10