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
251
$41K 0.01%
+2,971
252
$41K 0.01%
1,960
253
$40K 0.01%
153
+6
254
$40K 0.01%
800
255
$39K 0.01%
298
256
$39K 0.01%
+3,850
257
$39K 0.01%
3,000
258
$37K 0.01%
252
+13
259
$36K 0.01%
465
260
$36K 0.01%
725
-284
261
$35K 0.01%
127
262
$35K 0.01%
396
+115
263
$35K 0.01%
52
-7
264
$35K 0.01%
585
+85
265
$35K 0.01%
669
+69
266
$34K 0.01%
225
267
$34K 0.01%
129
+12
268
$33K 0.01%
300
269
$33K 0.01%
681
+320
270
$32K 0.01%
4,008
271
$31K 0.01%
667
272
$31K 0.01%
77
273
$31K 0.01%
419
+1
274
$31K 0.01%
367
+84
275
$31K 0.01%
804
-749
9 10
11
12 13