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
351
$17K ﹤0.01%
207
352
$17K ﹤0.01%
+3,000
353
$17K ﹤0.01%
130
354
$17K ﹤0.01%
317
355
$17K ﹤0.01%
342
356
$17K ﹤0.01%
187
+1
357
$17K ﹤0.01%
120
358
$17K ﹤0.01%
120
359
$17K ﹤0.01%
500
360
$17K ﹤0.01%
387
361
$16K ﹤0.01%
480
+240
362
$16K ﹤0.01%
69
363
$16K ﹤0.01%
+320
364
$16K ﹤0.01%
+46
365
$16K ﹤0.01%
341
366
$16K ﹤0.01%
79
367
$16K ﹤0.01%
329
+59
368
$15K ﹤0.01%
200
369
$15K ﹤0.01%
57
-64
370
$15K ﹤0.01%
87
+10
371
$15K ﹤0.01%
+159
372
$15K ﹤0.01%
160
373
$15K ﹤0.01%
102
374
$15K ﹤0.01%
411
375
$15K ﹤0.01%
43
+7
13 14
15
16 17