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
301
$26K 0.01%
400
302
$25K 0.01%
121
303
$25K 0.01%
933
304
$24K 0.01%
635
+2
305
$24K 0.01%
83
306
$24K 0.01%
190
307
$24K 0.01%
210
308
$24K 0.01%
250
309
$24K 0.01%
85
+15
310
$24K 0.01%
815
+82
311
$24K 0.01%
200
312
$24K 0.01%
125
-150
313
$23K ﹤0.01%
180
-35
314
$23K ﹤0.01%
257
315
$23K ﹤0.01%
450
316
$23K ﹤0.01%
660
317
$23K ﹤0.01%
110
+5
318
$23K ﹤0.01%
167
-45
319
$22K ﹤0.01%
555
-636
320
$22K ﹤0.01%
1,010
+140
321
$22K ﹤0.01%
1,355
+275
322
$22K ﹤0.01%
70
323
$22K ﹤0.01%
143
+50
324
$22K ﹤0.01%
344
+12
325
$21K ﹤0.01%
88
11 12
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