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
476
$6K ﹤0.01%
52
+31
477
$6K ﹤0.01%
44
478
$6K ﹤0.01%
15
+5
479
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17
+6
480
$6K ﹤0.01%
60
481
$6K ﹤0.01%
100
-225
482
$6K ﹤0.01%
325
483
$6K ﹤0.01%
+1,500
484
$5K ﹤0.01%
50
-34
485
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111
+45
486
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24
487
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124
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488
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190
+115
489
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132
490
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50
491
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202
+1
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$5K ﹤0.01%
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493
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224
494
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95
495
$5K ﹤0.01%
+75
496
$5K ﹤0.01%
18
497
$5K ﹤0.01%
96
498
$5K ﹤0.01%
104
499
$5K ﹤0.01%
27
500
$5K ﹤0.01%
35