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
176
$63K 0.02%
850
177
$63K 0.02%
4,320
178
$63K 0.02%
1,160
179
$61K 0.02%
32,930
180
$59K 0.02%
447
-100
181
$58K 0.02%
473
+23
182
$57K 0.02%
473
+23
183
$57K 0.02%
401
184
– –
0
185
$56K 0.02%
801
186
$54K 0.02%
250
187
$53K 0.02%
3,000
+1,000
188
$50K 0.02%
900
189
$50K 0.02%
670
190
$47K 0.02%
+2,497
191
$47K 0.02%
800
192
$47K 0.02%
294
193
$47K 0.02%
613
194
– –
0
195
$46K 0.02%
644
196
$44K 0.02%
+342
197
$44K 0.02%
2,511
+52
198
$44K 0.02%
525
199
$44K 0.02%
320
200
$43K 0.02%
620
-775
6 7
8
9 10