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
$614M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.83M
3
+$1.81M
4
DE icon
Deere & Co
DE
+$953K
5
ALLY icon
Ally Financial
ALLY
+$751K

Top Sells

1
+$1.91M
2
+$1.38M
3
+$1.06M
4
BNL icon
Broadstone Net Lease
BNL
+$1.03M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$746K

Sector Composition

1 Financials 7.54%
2 Technology 6.01%
3 Energy 2.39%
4 Healthcare 1.97%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.34%
12,245
-599
27
$2.08M 0.34%
6,049
+269
28
$2.03M 0.33%
16,470
+2,010
29
$2.02M 0.33%
4,371
-258
30
$2.02M 0.33%
9,999
+2,101
31
$1.95M 0.32%
26,816
-365
32
$1.88M 0.31%
10,350
-407
33
$1.77M 0.29%
91,686
+8,786
34
$1.7M 0.28%
26,693
+2,764
35
$1.7M 0.28%
8,806
+2,145
36
$1.66M 0.27%
103,130
-64,048
37
$1.65M 0.27%
46,315
-2,815
38
$1.62M 0.26%
7,412
-21
39
$1.55M 0.25%
15,313
-950
40
$1.54M 0.25%
7,800
-377
41
$1.53M 0.25%
1,688
+141
42
$1.51M 0.25%
12,732
-250
43
$1.45M 0.24%
49,940
+600
44
$1.42M 0.23%
7,307
-365
45
$1.4M 0.23%
22,754
-211
46
$1.39M 0.23%
2,738
-340
47
$1.37M 0.22%
11,054
-3,095
48
$1.33M 0.22%
6,071
+581
49
$1.3M 0.21%
31,160
50
$1.3M 0.21%
1,653
-109
1
2
3 4 5