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
576
$2K ﹤0.01%
+30
577
$2K ﹤0.01%
+21
578
$2K ﹤0.01%
+48
579
$2K ﹤0.01%
+10
580
$2K ﹤0.01%
+18
581
$2K ﹤0.01%
+47
582
$2K ﹤0.01%
+327
583
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+15
584
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585
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+8
586
$2K ﹤0.01%
+30
587
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+54
588
$2K ﹤0.01%
+48
589
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+19
590
$2K ﹤0.01%
+75
591
$2K ﹤0.01%
+60
592
$2K ﹤0.01%
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593
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+9
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+12
595
$2K ﹤0.01%
+29
596
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46
597
$2K ﹤0.01%
+44
598
$2K ﹤0.01%
+42
599
$2K ﹤0.01%
+13
600
$2K ﹤0.01%
+18
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