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
276
$30K 0.01%
991
-901
277
$29K 0.01%
217
-90
278
$29K 0.01%
+1,500
279
$29K 0.01%
212
280
$28K 0.01%
1,060
281
$28K 0.01%
1,044
282
$28K 0.01%
300
-15
283
$27K 0.01%
215
+15
284
$27K 0.01%
264
285
$27K 0.01%
291
+36
286
$27K 0.01%
110
-5
287
$27K 0.01%
+633
288
$26K 0.01%
1,000
289
$26K 0.01%
889
290
$26K 0.01%
225
291
$26K 0.01%
273
+28
292
$25K 0.01%
400
293
$25K 0.01%
520
294
$25K 0.01%
933
295
$25K 0.01%
200
296
$25K 0.01%
281
+16
297
$25K 0.01%
667
298
$24K 0.01%
38
299
$24K 0.01%
70
300
$24K 0.01%
177
+22
10 11
12
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