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
$483M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$2.22M
3
+$1.91M
4
SYY icon
Sysco
SYY
+$1M
5
AAPL icon
Apple
AAPL
+$912K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$737K
4
GLD icon
SPDR Gold Trust
GLD
+$605K
5
BNL icon
Broadstone Net Lease
BNL
+$554K

Sector Composition

1 Financials 6.99%
2 Technology 5.57%
3 Energy 2.93%
4 Real Estate 2.72%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.01%
503
-265
227
$49K 0.01%
329
228
$48K 0.01%
+3,400
229
$48K 0.01%
+1,174
230
$47K 0.01%
1,142
231
$47K 0.01%
1,300
232
$47K 0.01%
970
233
$47K 0.01%
+1,458
234
$46K 0.01%
272
235
$46K 0.01%
2,012
+2
236
$46K 0.01%
1,018
237
$45K 0.01%
2,081
238
$45K 0.01%
257
-247
239
$45K 0.01%
300
240
$45K 0.01%
701
-13
241
$44K 0.01%
426
242
$44K 0.01%
1,027
-22
243
$44K 0.01%
2,445
244
$44K 0.01%
308
245
$44K 0.01%
1,233
246
$42K 0.01%
200
-125
247
$42K 0.01%
208
+1
248
$42K 0.01%
1,928
249
$41K 0.01%
525
250
$41K 0.01%
187
8 9
10
11 12