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
26
$2.76M 0.59%
27,292
+788
27
$2.56M 0.54%
34,962
-700
28
$2.43M 0.52%
6,063
-173
29
$2.37M 0.5%
47,150
-255
30
$2.09M 0.44%
33,096
+4,382
31
$2.08M 0.44%
18,445
-340
32
$2.06M 0.44%
20,741
+50
33
$2.04M 0.43%
7,135
-191
34
$2.03M 0.43%
7,518
-194
35
$1.84M 0.39%
11,373
-88
36
$1.78M 0.38%
4,712
-216
37
$1.77M 0.38%
57,122
-250
38
$1.76M 0.37%
23,109
-1,086
39
$1.73M 0.37%
15,411
-400
40
$1.73M 0.37%
5,968
-169
41
$1.66M 0.35%
23,216
-1,752
42
$1.57M 0.33%
79,704
+24
43
$1.57M 0.33%
29,651
-1,791
44
$1.57M 0.33%
24,385
-145
45
$1.57M 0.33%
41,871
-985
46
$1.56M 0.33%
14,579
-455
47
$1.54M 0.33%
6,304
-174
48
$1.52M 0.32%
143,395
+6,338
49
$1.48M 0.31%
32,725
-210
50
$1.45M 0.31%
30,428
-459
1
2
3 4 5