LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$12.6M
2
+$2.28M
3
+$1.89M
4
SYY icon
Sysco
SYY
+$976K
5
AAPL icon
Apple
AAPL
+$949K

Top Sells

1
+$1.34M
2
+$1.09M
3
+$714K
4
GLD icon
SPDR Gold Trust
GLD
+$617K
5
BNL icon
Broadstone Net Lease
BNL
+$577K

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
501
$5K ﹤0.01%
50
502
$5K ﹤0.01%
202
+1
503
$5K ﹤0.01%
+46
504
$4K ﹤0.01%
+58
505
$4K ﹤0.01%
116
506
$4K ﹤0.01%
89
507
$4K ﹤0.01%
58
508
$4K ﹤0.01%
323
509
$4K ﹤0.01%
44
+24
510
$4K ﹤0.01%
95
511
$4K ﹤0.01%
+12
512
$4K ﹤0.01%
107
+60
513
$4K ﹤0.01%
10
514
$4K ﹤0.01%
12
515
$4K ﹤0.01%
17
+8
516
$4K ﹤0.01%
66
517
$4K ﹤0.01%
+51
518
$4K ﹤0.01%
58
-59
519
$4K ﹤0.01%
35
+15
520
$4K ﹤0.01%
86
521
$4K ﹤0.01%
162
+77
522
$4K ﹤0.01%
+40
523
$4K ﹤0.01%
177
524
$4K ﹤0.01%
+36
525
$4K ﹤0.01%
179
+85
19 20
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