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
376
$13K ﹤0.01%
35
-156
377
$13K ﹤0.01%
121
378
$13K ﹤0.01%
70
379
$13K ﹤0.01%
+270
380
$13K ﹤0.01%
700
381
$12K ﹤0.01%
140
382
$12K ﹤0.01%
310
383
$12K ﹤0.01%
245
384
$12K ﹤0.01%
22
385
$12K ﹤0.01%
+684
386
$12K ﹤0.01%
96
-4
387
$12K ﹤0.01%
187
388
$12K ﹤0.01%
325
-325
389
$11K ﹤0.01%
200
390
$11K ﹤0.01%
105
391
$11K ﹤0.01%
200
392
$11K ﹤0.01%
115
393
$11K ﹤0.01%
310
394
$11K ﹤0.01%
145
395
$11K ﹤0.01%
235
396
$11K ﹤0.01%
5,500
397
$11K ﹤0.01%
231
+180
398
$11K ﹤0.01%
+36
399
$11K ﹤0.01%
+134
400
$11K ﹤0.01%
320
14 15
16
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