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
501
$5K ﹤0.01%
159
+56
502
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62
503
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20
504
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505
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89
506
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58
507
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323
508
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44
+24
509
$4K ﹤0.01%
95
510
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+12
511
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107
+60
512
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10
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66
516
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+51
517
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58
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518
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7
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520
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521
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162
+77
522
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+40
523
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177
524
$4K ﹤0.01%
+36
525
$4K ﹤0.01%
150