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
626
$2K ﹤0.01%
+169
627
$2K ﹤0.01%
+11
628
$2K ﹤0.01%
+7
629
$2K ﹤0.01%
+8
630
$2K ﹤0.01%
+60
631
$2K ﹤0.01%
119
-40
632
$2K ﹤0.01%
+33
633
$2K ﹤0.01%
+7
634
$2K ﹤0.01%
+10
635
$2K ﹤0.01%
+63
636
$2K ﹤0.01%
+21
637
$2K ﹤0.01%
+23
638
$2K ﹤0.01%
+22
639
$2K ﹤0.01%
+30
640
$2K ﹤0.01%
68
641
$2K ﹤0.01%
+12
642
$2K ﹤0.01%
+48
643
$2K ﹤0.01%
+18
644
$2K ﹤0.01%
+75
645
$2K ﹤0.01%
+66
646
$2K ﹤0.01%
+20
647
$2K ﹤0.01%
42
648
$2K ﹤0.01%
+39
649
$2K ﹤0.01%
+46
650
$1K ﹤0.01%
8
24 25
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