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
251
$41K 0.01%
+1,960
252
$40K 0.01%
3,000
253
$40K 0.01%
187
254
$40K 0.01%
239
-239
255
$40K 0.01%
520
-7,320
256
$40K 0.01%
+298
257
$37K 0.01%
526
+161
258
$37K 0.01%
450
259
$37K 0.01%
69
260
$36K 0.01%
561
261
$36K 0.01%
204
+12
262
$34K 0.01%
59
+7
263
$34K 0.01%
4,008
264
$33K 0.01%
500
265
$33K 0.01%
147
+51
266
$32K 0.01%
600
267
$31K 0.01%
+395
268
$31K 0.01%
1,500
269
$31K 0.01%
470
270
$31K 0.01%
400
271
$31K 0.01%
+418
272
$31K 0.01%
127
+12
273
$30K 0.01%
486
274
$30K 0.01%
117
275
$30K 0.01%
77
+25
9 10
11
12 13