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
451
$8K ﹤0.01%
335
452
$8K ﹤0.01%
+150
453
$8K ﹤0.01%
+134
454
$8K ﹤0.01%
139
+72
455
$7K ﹤0.01%
140
456
$7K ﹤0.01%
600
457
$7K ﹤0.01%
200
458
$7K ﹤0.01%
184
459
$7K ﹤0.01%
60
460
$7K ﹤0.01%
127
461
$7K ﹤0.01%
80
462
$7K ﹤0.01%
46
+28
463
$7K ﹤0.01%
101
464
$7K ﹤0.01%
237
+137
465
$7K ﹤0.01%
168
466
$7K ﹤0.01%
162
467
$7K ﹤0.01%
132
468
$7K ﹤0.01%
2,400
469
$7K ﹤0.01%
127
470
$6K ﹤0.01%
238
471
$6K ﹤0.01%
25
472
$6K ﹤0.01%
38
+20
473
$6K ﹤0.01%
66
-6
474
$6K ﹤0.01%
252
475
$6K ﹤0.01%
12