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
351
$15K ﹤0.01%
110
352
$15K ﹤0.01%
48
353
$15K ﹤0.01%
+59
354
$15K ﹤0.01%
69
355
$15K ﹤0.01%
165
356
$15K ﹤0.01%
80
357
$15K ﹤0.01%
375
358
$15K ﹤0.01%
525
+110
359
$15K ﹤0.01%
83
360
$15K ﹤0.01%
77
361
$15K ﹤0.01%
+1,500
362
$15K ﹤0.01%
102
363
$15K ﹤0.01%
+411
364
$14K ﹤0.01%
79
365
$14K ﹤0.01%
200
366
$14K ﹤0.01%
180
367
$14K ﹤0.01%
225
368
$14K ﹤0.01%
140
369
$14K ﹤0.01%
59
370
$14K ﹤0.01%
+93
371
$14K ﹤0.01%
302
372
$13K ﹤0.01%
139
-116
373
$13K ﹤0.01%
365
+130
374
$13K ﹤0.01%
254
375
$13K ﹤0.01%
853
13 14
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