LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
576
$2K ﹤0.01%
+17
577
$2K ﹤0.01%
+78
578
$2K ﹤0.01%
+20
579
$2K ﹤0.01%
+18
580
$2K ﹤0.01%
+52
581
$2K ﹤0.01%
+24
582
$2K ﹤0.01%
+110
583
$2K ﹤0.01%
+89
584
$2K ﹤0.01%
+8
585
$2K ﹤0.01%
+9
586
$2K ﹤0.01%
+33
587
$2K ﹤0.01%
+7
588
$2K ﹤0.01%
+16
589
$2K ﹤0.01%
+32
590
$2K ﹤0.01%
+94
591
$2K ﹤0.01%
+106
592
$2K ﹤0.01%
+42
593
$2K ﹤0.01%
+24
594
$2K ﹤0.01%
+9
595
$2K ﹤0.01%
+10
596
$2K ﹤0.01%
115
-54
597
$2K ﹤0.01%
+9
598
$2K ﹤0.01%
+23
599
$2K ﹤0.01%
+60
600
$2K ﹤0.01%
+15
22 23
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