LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$11.1M
2
+$6.59M
3
+$5.88M
4
BNL icon
Broadstone Net Lease
BNL
+$5.03M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.27M

Top Sells

1
+$2.57M
2
+$2.11M
3
+$1.76M
4
GLD icon
SPDR Gold Trust
GLD
+$1.2M
5
ECL icon
Ecolab
ECL
+$1.12M

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
526
$3K ﹤0.01%
90
527
$3K ﹤0.01%
+10
528
$3K ﹤0.01%
100
529
$3K ﹤0.01%
+25
530
$3K ﹤0.01%
+42
531
$3K ﹤0.01%
+7
532
$3K ﹤0.01%
+9
533
$3K ﹤0.01%
20
534
$3K ﹤0.01%
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535
$3K ﹤0.01%
+103
536
$2K ﹤0.01%
+327
537
$2K ﹤0.01%
+78
538
$2K ﹤0.01%
+18
539
$2K ﹤0.01%
+52
540
$2K ﹤0.01%
+7
541
$2K ﹤0.01%
+6
542
$2K ﹤0.01%
+14
543
$2K ﹤0.01%
+51
544
$2K ﹤0.01%
+11
545
$2K ﹤0.01%
+3
546
$2K ﹤0.01%
+34
547
$2K ﹤0.01%
+10
548
$2K ﹤0.01%
+19
549
$2K ﹤0.01%
+66
550
$2K ﹤0.01%
+24
20 21
22
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