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
601
$2K ﹤0.01%
+33
602
$2K ﹤0.01%
+7
603
$2K ﹤0.01%
+24
604
$2K ﹤0.01%
+10
605
$2K ﹤0.01%
+11
606
$2K ﹤0.01%
+63
607
$2K ﹤0.01%
+110
608
$2K ﹤0.01%
+89
609
$2K ﹤0.01%
+8
610
$2K ﹤0.01%
+15
611
$2K ﹤0.01%
+9
612
$2K ﹤0.01%
+33
613
$2K ﹤0.01%
+35
614
$2K ﹤0.01%
+7
615
$2K ﹤0.01%
+16
616
$2K ﹤0.01%
+32
617
$2K ﹤0.01%
+94
618
$2K ﹤0.01%
+31
619
$2K ﹤0.01%
+106
620
$2K ﹤0.01%
+42
621
$2K ﹤0.01%
+24
622
$2K ﹤0.01%
+9
623
$2K ﹤0.01%
+12
624
$2K ﹤0.01%
+28
625
$2K ﹤0.01%
+10
23 24
25
26 27