LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
401
$12K ﹤0.01%
+115
402
$12K ﹤0.01%
76
+45
403
$12K ﹤0.01%
684
404
$12K ﹤0.01%
96
405
$12K ﹤0.01%
320
406
$11K ﹤0.01%
140
407
$11K ﹤0.01%
200
408
$11K ﹤0.01%
310
409
$11K ﹤0.01%
33
410
$11K ﹤0.01%
245
411
$11K ﹤0.01%
235
412
$11K ﹤0.01%
5,500
413
$11K ﹤0.01%
1,500
414
$11K ﹤0.01%
83
415
$11K ﹤0.01%
235
416
$11K ﹤0.01%
80
417
$11K ﹤0.01%
231
418
$11K ﹤0.01%
187
419
$10K ﹤0.01%
533
420
$10K ﹤0.01%
115
421
$10K ﹤0.01%
70
422
$10K ﹤0.01%
200
423
$10K ﹤0.01%
200
424
$10K ﹤0.01%
105
425
$10K ﹤0.01%
245
+70
15 16
17
18 19