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
276
$31K 0.01%
395
277
$30K 0.01%
273
278
$30K 0.01%
225
279
$30K 0.01%
264
280
$29K 0.01%
56
-13
281
$29K 0.01%
470
282
$29K 0.01%
+260
283
$29K 0.01%
193
-11
284
$29K 0.01%
217
285
$29K 0.01%
486
286
$29K 0.01%
520
287
$28K 0.01%
971
-20
288
$28K 0.01%
1,044
289
$28K 0.01%
650
+500
290
$28K 0.01%
539
+509
291
$28K 0.01%
1,500
292
$28K 0.01%
291
293
$28K 0.01%
38
294
$27K 0.01%
1,060
295
$27K 0.01%
561
296
$26K 0.01%
175
-119
297
$26K 0.01%
602
+300
298
$26K 0.01%
85
-25
299
$26K 0.01%
1,000
300
$26K 0.01%
+300
10 11
12
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