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
551
$2K ﹤0.01%
+27
552
$2K ﹤0.01%
+75
553
$2K ﹤0.01%
+66
554
$2K ﹤0.01%
+20
555
$2K ﹤0.01%
42
556
$2K ﹤0.01%
+39
557
$2K ﹤0.01%
+21
558
$2K ﹤0.01%
+23
559
$2K ﹤0.01%
+22
560
$2K ﹤0.01%
+30
561
$2K ﹤0.01%
68
562
$2K ﹤0.01%
+12
563
$2K ﹤0.01%
+30
564
$2K ﹤0.01%
+21
565
$2K ﹤0.01%
+48
566
$2K ﹤0.01%
+10
567
$2K ﹤0.01%
+18
568
$2K ﹤0.01%
+47
569
$2K ﹤0.01%
+327
570
$2K ﹤0.01%
+15
571
$2K ﹤0.01%
+3
572
$2K ﹤0.01%
+8
573
$2K ﹤0.01%
+30
574
$2K ﹤0.01%
+54
575
$2K ﹤0.01%
+48
21 22
23
24 25