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
$483M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$2.22M
3 +$1.91M
4
SYY icon
Sysco
SYY
+$1M
5
AAPL icon
Apple
AAPL
+$912K

Top Sells

1 +$1.24M
2 +$1.08M
3 +$737K
4
GLD icon
SPDR Gold Trust
GLD
+$605K
5
BNL icon
Broadstone Net Lease
BNL
+$554K

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
426
$10K ﹤0.01%
53
+43
427
$10K ﹤0.01%
320
428
$10K ﹤0.01%
159
429
$10K ﹤0.01%
+250
430
$10K ﹤0.01%
134
431
$10K ﹤0.01%
533
432
$9K ﹤0.01%
165
433
$9K ﹤0.01%
113
-20
434
$9K ﹤0.01%
109
435
$9K ﹤0.01%
601
+149
436
$9K ﹤0.01%
+100
437
$9K ﹤0.01%
955
438
$9K ﹤0.01%
423
439
$9K ﹤0.01%
1,150
440
$9K ﹤0.01%
117
441
$9K ﹤0.01%
239
+46
442
$9K ﹤0.01%
154
+122
443
$8K ﹤0.01%
139
+88
444
$8K ﹤0.01%
151
445
$8K ﹤0.01%
11
446
$8K ﹤0.01%
+401
447
$8K ﹤0.01%
+165
448
$8K ﹤0.01%
310
449
$8K ﹤0.01%
+34
450
$8K ﹤0.01%
340