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
451
$6K ﹤0.01%
+150
452
$6K ﹤0.01%
+186
453
$5K ﹤0.01%
+116
454
$5K ﹤0.01%
+31
455
$5K ﹤0.01%
+19
456
$5K ﹤0.01%
95
457
$5K ﹤0.01%
+24
458
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+10
459
$5K ﹤0.01%
+132
460
$5K ﹤0.01%
50
461
$5K ﹤0.01%
+201
462
$5K ﹤0.01%
+224
463
$5K ﹤0.01%
+95
464
$5K ﹤0.01%
+372
465
$5K ﹤0.01%
66
466
$5K ﹤0.01%
+94
467
$5K ﹤0.01%
60
468
$5K ﹤0.01%
96
469
$5K ﹤0.01%
20
470
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104
+27
471
$5K ﹤0.01%
27
472
$5K ﹤0.01%
35
473
$5K ﹤0.01%
+62
474
$5K ﹤0.01%
+20
475
$4K ﹤0.01%
600