LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$12.6M
2
+$2.28M
3
+$1.89M
4
SYY icon
Sysco
SYY
+$976K
5
AAPL icon
Apple
AAPL
+$949K

Top Sells

1
+$1.34M
2
+$1.09M
3
+$714K
4
GLD icon
SPDR Gold Trust
GLD
+$617K
5
BNL icon
Broadstone Net Lease
BNL
+$577K

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
276
$31K 0.01%
667
277
$30K 0.01%
264
278
$30K 0.01%
225
279
$30K 0.01%
273
280
$29K 0.01%
486
281
$29K 0.01%
217
282
$29K 0.01%
193
-11
283
$29K 0.01%
+260
284
$29K 0.01%
470
285
$29K 0.01%
56
-13
286
$29K 0.01%
520
287
$28K 0.01%
38
288
$28K 0.01%
291
289
$28K 0.01%
1,500
290
$28K 0.01%
539
+509
291
$28K 0.01%
650
+500
292
$28K 0.01%
1,044
293
$28K 0.01%
971
-20
294
$27K 0.01%
561
295
$27K 0.01%
1,060
296
$26K 0.01%
400
297
$26K 0.01%
175
-119
298
$26K 0.01%
+300
299
$26K 0.01%
1,000
300
$26K 0.01%
85
-25
10 11
12
13 14