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Lee Financial Group Hawaii, Inc. - Terry Lee

39 Followers

Lee Financial Group Hawaii, Inc. Portfolio Activity as reported in the most recent 13F form, for the period ending Mar 31, 2024

Lee Financial Group Hawaii, Inc. Portfolio Activity

VOOVanguard S&P 500 ETF		ReducedGeneral$455.94($428.64-$483.24)-0.28%34.39M26.09%
COWZPacer US Cash Cows 100 ETF		AddedGeneral$54.33($50.45-$58.22)+0.39%30.82M22.99%
GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF		AddedGeneral$98.18($92.12-$104.23)+796.95%13.46M10.24%
BOTZGlobal X Robotics & Artificial Intelligence ETF		AddedGeneral$30.14($26.69-$33.59)+59.56%9.23M7.16%
XARSPDR S&P Aerospace & Defense ETF		ReducedGeneral$134.67($126.56-$142.78)-1.97%6.09M4.71%
JVALJPMorgan U.S. Value Factor ETF		ReducedGeneral$39.64($37.56-$41.71)-0.09%5.99M4.45%
BONDPIMCO Active Bond ETF		AddedGeneral$91.68($90.55-$92.80)+0.78%6.02M4.11%
UCONFirst Trust TCW Unconstrained Plus Bond ETF		AddedGeneral$24.62($24.38-$24.85)+0.90%5.83M4.04%
VBKVanguard Small-Cap Growth ETF		AddedGeneral$245.56($229.03-$262.09)+0.59%1.78M1.37%
JEPIJPMorgan Equity Premium Income ETF		AddedGeneral$56.28($54.62-$57.94)+5.45%2.12M1.34%

Measured Performance

Lee Financial Group Hawaii, Inc.Average Hedge Fund PortfolioS&P 5000%100%200%2017201920202022202320252026
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Lee Financial Group Hawaii, Inc. activity FAQ

What is Lee Financial Group Hawaii, Inc.’s portfolio gain since Dec 2017?
Lee Financial Group Hawaii, Inc.’s portfolio gain since Dec 2017 was 61.27%.
What is Lee Financial Group Hawaii, Inc.’s Sharpe Ratio?
Lee Financial Group Hawaii, Inc.’s Sharpe Ratio is 1.28.
What is Lee Financial Group Hawaii, Inc.’s 13F portfolio value?
The value of Lee Financial Group Hawaii, Inc.’s holdings disclosed in its most recent 13F filing is $127.83M.
What is Lee Financial Group Hawaii, Inc.’s average return since the fund’s last 13F filing?
Lee Financial Group Hawaii, Inc.’s average return since the fund’s last 13F filing is 34.79%.
What was Lee Financial Group Hawaii, Inc.’s average return in the last 12 months?
Lee Financial Group Hawaii, Inc.’s average return in the last 12 months was 12.99%.
What was Lee Financial Group Hawaii, Inc.’s average return in the last 3 years?
Lee Financial Group Hawaii, Inc.’s average return in the last 3 years was 6.90%.
What period does Lee Financial Group Hawaii, Inc.’s most recent 13F filing cover?
Lee Financial Group Hawaii, Inc.’s most recent 13F filing reports holdings for the period ending Mar 31, 2024.
Who are the best performing hedge funds?
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TipRanks & Hedge Funds: TipRanks measures the performance of Terry Lee and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.