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

Top Buys

1
+$12.6M
2
+$2.28M
3
+$1.89M
4
SYY icon
Sysco
SYY
+$976K
5
AAPL icon
Apple
AAPL
+$949K

Top Sells

1
+$1.34M
2
+$1.09M
3
+$714K
4
GLD icon
SPDR Gold Trust
GLD
+$617K
5
BNL icon
Broadstone Net Lease
BNL
+$577K

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
601
$2K ﹤0.01%
+28
602
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603
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+44
604
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62
605
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12
606
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607
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608
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42
609
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+31
611
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9
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38
616
$2K ﹤0.01%
+8
617
$2K ﹤0.01%
+39
618
$2K ﹤0.01%
76
+24
619
$2K ﹤0.01%
7
620
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+26
621
$2K ﹤0.01%
76
+66
622
$2K ﹤0.01%
14
-486
623
$2K ﹤0.01%
+16
624
$2K ﹤0.01%
+3
625
$2K ﹤0.01%
63
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