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
201
$41K 0.02%
1,009
202
$40K 0.01%
300
203
$39K 0.01%
+414
204
$39K 0.01%
+1,700
205
$37K 0.01%
687
206
$36K 0.01%
224
207
$36K 0.01%
330
208
$35K 0.01%
+531
209
$35K 0.01%
900
210
$35K 0.01%
775
211
$35K 0.01%
775
212
$35K 0.01%
+700
213
$34K 0.01%
700
+200
214
$34K 0.01%
+185
215
$33K 0.01%
612
+316
216
$32K 0.01%
1,000
217
$31K 0.01%
649
218
$30K 0.01%
+400
219
$30K 0.01%
1,668
220
$30K 0.01%
860
221
$29K 0.01%
1,294
222
$28K 0.01%
670
223
$26K 0.01%
310
224
$26K 0.01%
1,500
225
$26K 0.01%
320
7 8
9
10 11