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
401
$11K ﹤0.01%
235
402
$11K ﹤0.01%
80
403
$10K ﹤0.01%
+84
404
$10K ﹤0.01%
70
405
$10K ﹤0.01%
200
406
$10K ﹤0.01%
+133
407
$10K ﹤0.01%
60
408
$10K ﹤0.01%
+109
409
$10K ﹤0.01%
1,150
410
$10K ﹤0.01%
33
411
$10K ﹤0.01%
+117
412
$10K ﹤0.01%
159
413
$10K ﹤0.01%
533
-65
414
$10K ﹤0.01%
61
415
$9K ﹤0.01%
165
416
$9K ﹤0.01%
+240
417
$9K ﹤0.01%
+115
418
$9K ﹤0.01%
115
-75
419
$9K ﹤0.01%
955
420
$9K ﹤0.01%
+423
421
$9K ﹤0.01%
55
422
$9K ﹤0.01%
117
423
$9K ﹤0.01%
+193
424
$9K ﹤0.01%
101
425
$9K ﹤0.01%
320
15 16
17
18 19