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
626
$2K ﹤0.01%
115
-54
627
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21
628
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+9
629
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+23
630
$2K ﹤0.01%
+60
631
$2K ﹤0.01%
+15
632
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+38
633
$2K ﹤0.01%
+34
634
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+3
635
$2K ﹤0.01%
+169
636
$2K ﹤0.01%
+29
637
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638
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+12
639
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+11
640
$2K ﹤0.01%
+458
641
$2K ﹤0.01%
+170
642
$2K ﹤0.01%
+36
643
$2K ﹤0.01%
+11
644
$2K ﹤0.01%
+11
645
$2K ﹤0.01%
+4
646
$2K ﹤0.01%
+33
647
$2K ﹤0.01%
16
-24
648
$2K ﹤0.01%
+46
649
$2K ﹤0.01%
+11
650
$1K ﹤0.01%
7
-150
24 25
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