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
551
$2K ﹤0.01%
+12
552
$2K ﹤0.01%
+29
553
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+9
554
$2K ﹤0.01%
+38
555
$2K ﹤0.01%
7
556
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+27
557
$2K ﹤0.01%
+75
558
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+66
559
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560
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42
561
$2K ﹤0.01%
+39
562
$2K ﹤0.01%
+21
563
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+23
564
$2K ﹤0.01%
+22
565
$2K ﹤0.01%
+30
566
$2K ﹤0.01%
68
567
$2K ﹤0.01%
16
-24
568
$2K ﹤0.01%
+46
569
$2K ﹤0.01%
+12
570
$2K ﹤0.01%
+30
571
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+21
572
$2K ﹤0.01%
+48
573
$2K ﹤0.01%
+10
574
$2K ﹤0.01%
+18
575
$2K ﹤0.01%
+47
21 22
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