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
426
$9K ﹤0.01%
+68
427
$9K ﹤0.01%
+335
428
$9K ﹤0.01%
2,400
429
$9K ﹤0.01%
+2,000
430
$8K ﹤0.01%
+151
431
$8K ﹤0.01%
11
432
$8K ﹤0.01%
184
433
$8K ﹤0.01%
127
434
$8K ﹤0.01%
+168
435
$7K ﹤0.01%
140
436
$7K ﹤0.01%
+25
437
$7K ﹤0.01%
+72
438
$7K ﹤0.01%
200
439
$7K ﹤0.01%
+175
440
$7K ﹤0.01%
80
441
$7K ﹤0.01%
340
442
$7K ﹤0.01%
162
+110
443
$7K ﹤0.01%
95
444
$7K ﹤0.01%
132
-108
445
$7K ﹤0.01%
127
446
$6K ﹤0.01%
+238
447
$6K ﹤0.01%
+252
448
$6K ﹤0.01%
12
449
$6K ﹤0.01%
44
450
$6K ﹤0.01%
452