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
526
$3K ﹤0.01%
38
-38
527
$3K ﹤0.01%
+8
528
$3K ﹤0.01%
+46
529
$3K ﹤0.01%
+17
530
$3K ﹤0.01%
+40
531
$3K ﹤0.01%
+140
532
$3K ﹤0.01%
+18
533
$3K ﹤0.01%
+32
534
$3K ﹤0.01%
5
+3
535
$3K ﹤0.01%
+66
536
$2K ﹤0.01%
+6
537
$2K ﹤0.01%
+14
538
$2K ﹤0.01%
+51
539
$2K ﹤0.01%
+11
540
$2K ﹤0.01%
+3
541
$2K ﹤0.01%
+34
542
$2K ﹤0.01%
+10
543
$2K ﹤0.01%
+19
544
$2K ﹤0.01%
+66
545
$2K ﹤0.01%
+24
546
$2K ﹤0.01%
+12
547
$2K ﹤0.01%
+29
548
$2K ﹤0.01%
+9
549
$2K ﹤0.01%
+38
550
$2K ﹤0.01%
7
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