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
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%
438
332
$20K ﹤0.01%
99
333
$20K ﹤0.01%
74
334
$20K ﹤0.01%
100
335
$20K ﹤0.01%
330
336
$19K ﹤0.01%
83
+24
337
$19K ﹤0.01%
195
338
$19K ﹤0.01%
165
339
$19K ﹤0.01%
105
+25
340
$19K ﹤0.01%
480
+105
341
$19K ﹤0.01%
155
-22
342
$19K ﹤0.01%
149
+81
343
$19K ﹤0.01%
200
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