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
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%
32
533
$3K ﹤0.01%
10
534
$3K ﹤0.01%
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535
$3K ﹤0.01%
40
536
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38
537
$3K ﹤0.01%
+70
538
$3K ﹤0.01%
+178
539
$3K ﹤0.01%
25
540
$3K ﹤0.01%
66
+27
541
$3K ﹤0.01%
42
542
$3K ﹤0.01%
61
543
$3K ﹤0.01%
467
544
$3K ﹤0.01%
22
545
$3K ﹤0.01%
45
546
$3K ﹤0.01%
45
547
$3K ﹤0.01%
21
548
$3K ﹤0.01%
150
549
$3K ﹤0.01%
8
550
$3K ﹤0.01%
+36
20 21
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