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
476
$4K ﹤0.01%
89
477
$4K ﹤0.01%
58
-48
478
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+323
479
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+30
480
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+10
481
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482
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+12
483
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+11
484
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+31
485
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+177
486
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+18
487
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150
488
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50
489
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+67
490
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+17
491
$4K ﹤0.01%
+30
492
$4K ﹤0.01%
100
493
$3K ﹤0.01%
+50
494
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495
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20
497
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498
$3K ﹤0.01%
+7
499
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+42
500
$3K ﹤0.01%
+25
18 19
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