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
26
$2.8M 0.58%
28,000
+708
27
$2.76M 0.57%
35,139
+177
28
$2.37M 0.49%
6,060
-3
29
$2.12M 0.44%
53,087
+5,937
30
$2.02M 0.42%
18,752
+307
31
$1.98M 0.41%
20,888
+147
32
$1.9M 0.39%
67,026
+9,904
33
$1.9M 0.39%
11,384
+11
34
$1.79M 0.37%
29,336
+4,951
35
$1.77M 0.37%
6,031
+63
36
$1.74M 0.36%
23,134
+25
37
$1.68M 0.35%
6,346
-1,172
38
$1.68M 0.35%
93,809
+35,857
39
$1.65M 0.34%
42,006
+135
40
$1.65M 0.34%
14,629
+50
41
$1.64M 0.34%
4,739
+27
42
$1.63M 0.34%
14,826
-585
43
$1.59M 0.33%
97,330
+22,630
44
$1.54M 0.32%
79,704
45
$1.54M 0.32%
33,184
+459
46
$1.48M 0.31%
5,579
-1,556
47
$1.46M 0.3%
26,746
-2,905
48
$1.41M 0.29%
18,254
-4,962
49
$1.41M 0.29%
51,992
50
$1.39M 0.29%
30,428
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