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
$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
526
$4K ﹤0.01%
+58
527
$4K ﹤0.01%
179
+85
528
$4K ﹤0.01%
20
529
$4K ﹤0.01%
50
530
$4K ﹤0.01%
+43
531
$4K ﹤0.01%
100
532
$3K ﹤0.01%
67
+34
533
$3K ﹤0.01%
48
534
$3K ﹤0.01%
11
535
$3K ﹤0.01%
90
536
$3K ﹤0.01%
10
537
$3K ﹤0.01%
+5
538
$3K ﹤0.01%
7
539
$3K ﹤0.01%
42
540
$3K ﹤0.01%
41
+13
541
$3K ﹤0.01%
32
542
$3K ﹤0.01%
10
543
$3K ﹤0.01%
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544
$3K ﹤0.01%
40
545
$3K ﹤0.01%
38
546
$3K ﹤0.01%
+70
547
$3K ﹤0.01%
+178
548
$3K ﹤0.01%
25
549
$3K ﹤0.01%
66
+27
550
$3K ﹤0.01%
100
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