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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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10
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5
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LEE FINANCIAL GROUP HAWAII INC

Time Period2019-06-30

Total Holdings30

Total Value ($x1000)117,033
Activities
New2

Increased12

Unchanged1

Decreased15

Sold Out6

Top 10 Stock Holdingstotal 63.31%
USMV11.4

THRK9.98

AGGY8.58

ITA6.93

LOW5.48

 
JPIN5.35

EFAV4.1

XLK3.98

COST3.96

VLO3.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
11.4%
USA MIN VOL ETF
THRK
9.98%
RUSSELL 3000 ETF
AGGY
8.58%
BRCLYS US AGGR
ITA
6.93%
U.S. AER&DEF ETF
LOW
5.48%
COM
JPIN
5.35%
DIV RTN INT EQ
EFAV
4.1%
EAFE MIN VOL ETF
XLK
3.98%
TECHNOLOGY
COST
3.96%
COM
VLO
3.55%
COM
V
3.52%
COM CL A
LWC
3.46%
LNG TRM CORP BD
BAC
3.15%
COM
MSFT
3.12%
COM
DIS
3.01%
COM DISNEY
MAR
2.99%
CL A
BIV
2.78%
INTERMED TERM
LH
2.58%
COM NEW
SSD
2.12%
COM
FTNT
1.78%
COM
LMT
1.72%
COM
AEP
1.26%
COM
INTC
1.1%
COM
T
1.05%
COM
PNC
0.94%
COM
ENB
0.67%
COM
MO
0.65%
COM
VXUS
0.43%
VG TL INTL STK F
AAPL
0.19%
COM
MRK
0.17%
COM
CWB
1.46%
BRC CNV SECS ETF
EMQQ
1.03%
EMQQ EM INTERN
BKNG
0.32%
COM
FLRN
0.26%
INV GRD FLT RT
AMZN
0.24%
COM
SPY
0.23%
TR UNIT