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
326
$21K ﹤0.01%
294
+44
327
$21K ﹤0.01%
+800
328
$21K ﹤0.01%
537
+1
329
$20K ﹤0.01%
237
+98
330
$20K ﹤0.01%
+2,000
331
$20K ﹤0.01%
99
332
$20K ﹤0.01%
100
333
$20K ﹤0.01%
330
334
$20K ﹤0.01%
74
335
$20K ﹤0.01%
438
336
$19K ﹤0.01%
83
+24
337
$19K ﹤0.01%
165
338
$19K ﹤0.01%
105
+25
339
$19K ﹤0.01%
480
+105
340
$19K ﹤0.01%
155
-22
341
$19K ﹤0.01%
149
+81
342
$19K ﹤0.01%
200
343
$19K ﹤0.01%
195
344
$18K ﹤0.01%
74
345
$18K ﹤0.01%
303
346
$18K ﹤0.01%
137
347
$18K ﹤0.01%
260
348
$18K ﹤0.01%
200
349
$18K ﹤0.01%
4,000
+2,000
350
$17K ﹤0.01%
348
12 13
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