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
326
$20K ﹤0.01%
210
327
$20K ﹤0.01%
325
328
$20K ﹤0.01%
100
329
$20K ﹤0.01%
330
+60
330
$19K ﹤0.01%
303
331
$19K ﹤0.01%
88
332
$19K ﹤0.01%
200
333
$18K ﹤0.01%
207
+22
334
$18K ﹤0.01%
130
335
$18K ﹤0.01%
361
336
$18K ﹤0.01%
317
337
$18K ﹤0.01%
+342
338
$18K ﹤0.01%
74
339
$18K ﹤0.01%
74
+13
340
$18K ﹤0.01%
+186
341
$18K ﹤0.01%
120
-25
342
$18K ﹤0.01%
500
343
$18K ﹤0.01%
341
344
$17K ﹤0.01%
285
345
$17K ﹤0.01%
2,000
+1,000
346
$16K ﹤0.01%
150
347
$16K ﹤0.01%
160
+20
348
$16K ﹤0.01%
120
349
$16K ﹤0.01%
79
350
$16K ﹤0.01%
387