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
201
$31K 0.02%
+330
202
$31K 0.02%
+525
203
$30K 0.02%
+525
204
$30K 0.02%
+775
205
$30K 0.02%
+575
206
$29K 0.02%
+705
207
$28K 0.02%
+320
208
$28K 0.02%
+1,294
209
$27K 0.02%
+375
210
$25K 0.01%
+710
211
$25K 0.01%
+275
212
$24K 0.01%
+300
213
$24K 0.01%
+310
214
$24K 0.01%
+300
215
$23K 0.01%
+2,000
216
– –
0
217
$23K 0.01%
+185
218
$23K 0.01%
+475
219
$22K 0.01%
+670
220
$22K 0.01%
+286
221
$22K 0.01%
+565
222
$21K 0.01%
+238
223
$21K 0.01%
+515
224
$20K 0.01%
+1,500
225
$20K 0.01%
+300
7 8
9
10 11