LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
376
$14K ﹤0.01%
140
377
$14K ﹤0.01%
48
378
$14K ﹤0.01%
79
379
$14K ﹤0.01%
51
+32
380
$14K ﹤0.01%
150
381
$14K ﹤0.01%
383
+315
382
$14K ﹤0.01%
+1,064
383
$14K ﹤0.01%
953
+100
384
$14K ﹤0.01%
191
+76
385
$14K ﹤0.01%
180
386
$14K ﹤0.01%
75
387
$13K ﹤0.01%
+264
388
$13K ﹤0.01%
110
389
$13K ﹤0.01%
365
390
$13K ﹤0.01%
254
391
$13K ﹤0.01%
35
392
$13K ﹤0.01%
225
393
$13K ﹤0.01%
59
394
$13K ﹤0.01%
121
395
$13K ﹤0.01%
80
+25
396
$13K ﹤0.01%
215
-70
397
$13K ﹤0.01%
22
398
$13K ﹤0.01%
700
399
$13K ﹤0.01%
165
+70
400
$13K ﹤0.01%
+1,643
14 15
16
17 18