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
301
$24K 0.01%
283
-50
302
$24K 0.01%
+190
303
$24K 0.01%
83
-255
304
$24K 0.01%
225
+15
305
$24K 0.01%
1,644
-251
306
$23K ﹤0.01%
45
-5
307
$23K ﹤0.01%
257
+50
308
$23K ﹤0.01%
660
309
$23K ﹤0.01%
121
-139
310
$23K ﹤0.01%
733
-229
311
$22K ﹤0.01%
450
312
$22K ﹤0.01%
99
313
$22K ﹤0.01%
137
314
$22K ﹤0.01%
250
315
$22K ﹤0.01%
200
316
$21K ﹤0.01%
195
317
$21K ﹤0.01%
438
318
$21K ﹤0.01%
250
-180
319
$21K ﹤0.01%
105
320
$21K ﹤0.01%
+332
321
$21K ﹤0.01%
+536
322
$20K ﹤0.01%
348
323
$20K ﹤0.01%
870
324
$20K ﹤0.01%
1,080
325
$20K ﹤0.01%
260
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