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
$483M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$2.22M
3
+$1.91M
4
SYY icon
Sysco
SYY
+$1M
5
AAPL icon
Apple
AAPL
+$912K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$737K
4
GLD icon
SPDR Gold Trust
GLD
+$605K
5
BNL icon
Broadstone Net Lease
BNL
+$554K

Sector Composition

1 Financials 6.99%
2 Technology 5.57%
3 Energy 2.93%
4 Real Estate 2.72%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
29
577
$3K ﹤0.01%
50
578
$3K ﹤0.01%
4
579
$2K ﹤0.01%
47
-19
580
$2K ﹤0.01%
6
581
$2K ﹤0.01%
+14
582
$2K ﹤0.01%
14
583
$2K ﹤0.01%
11
584
$2K ﹤0.01%
3
585
$2K ﹤0.01%
19
586
$2K ﹤0.01%
58
+50
587
$2K ﹤0.01%
24
588
$2K ﹤0.01%
12
589
$2K ﹤0.01%
10
-7
590
$2K ﹤0.01%
37
-9
591
$2K ﹤0.01%
+137
592
$2K ﹤0.01%
29
593
$2K ﹤0.01%
9
594
$2K ﹤0.01%
+1
595
$2K ﹤0.01%
+42
596
$2K ﹤0.01%
38
597
$2K ﹤0.01%
+11
598
$2K ﹤0.01%
30
-30
599
$2K ﹤0.01%
80
600
$2K ﹤0.01%
+7
22 23
24
25 26