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
$471M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.65M
3
+$5.95M
4
BNL icon
Broadstone Net Lease
BNL
+$5.48M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.3M

Top Sells

1
+$2.58M
2
+$2.11M
3
+$1.79M
4
GLD icon
SPDR Gold Trust
GLD
+$1.17M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Financials 7.17%
2 Technology 5.36%
3 Energy 3.22%
4 Real Estate 2.9%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.01%
1,009
227
$50K 0.01%
300
228
$50K 0.01%
800
+400
229
$50K 0.01%
329
+260
230
$50K 0.01%
+1,800
231
$49K 0.01%
617
232
$49K 0.01%
525
233
$49K 0.01%
1,233
+272
234
$48K 0.01%
1,191
235
$48K 0.01%
714
-115
236
$47K 0.01%
970
237
$46K 0.01%
2,010
+198
238
$45K 0.01%
2,081
+81
239
$44K 0.01%
426
+201
240
$44K 0.01%
300
-116
241
$44K 0.01%
2,445
242
$43K 0.01%
1,049
+141
243
$42K 0.01%
272
244
$42K 0.01%
465
245
$42K 0.01%
+207
246
$42K 0.01%
1,018
-1,018
247
$42K 0.01%
+1,928
248
$41K 0.01%
1,142
249
$41K 0.01%
294
+175
250
$41K 0.01%
2,787
-1,097
8 9
10
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