LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.66%
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
551
$2K ﹤0.01%
+27
552
$2K ﹤0.01%
+75
553
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+66
554
$2K ﹤0.01%
+20
555
$2K ﹤0.01%
42
556
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+39
557
$2K ﹤0.01%
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558
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+23
559
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560
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+30
561
$2K ﹤0.01%
68
562
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16
-24
563
$2K ﹤0.01%
+46
564
$2K ﹤0.01%
+12
565
$2K ﹤0.01%
+30
566
$2K ﹤0.01%
+21
567
$2K ﹤0.01%
+48
568
$2K ﹤0.01%
+10
569
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+18
570
$2K ﹤0.01%
+47
571
$2K ﹤0.01%
+327
572
$2K ﹤0.01%
+15
573
$2K ﹤0.01%
+3
574
$2K ﹤0.01%
+8
575
$2K ﹤0.01%
+30
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