LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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%
+12
627
$2K ﹤0.01%
+28
628
$2K ﹤0.01%
+10
629
$2K ﹤0.01%
115
-54
630
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21
631
$2K ﹤0.01%
+9
632
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+23
633
$2K ﹤0.01%
+60
634
$2K ﹤0.01%
+15
635
$2K ﹤0.01%
+38
636
$2K ﹤0.01%
+34
637
$2K ﹤0.01%
+3
638
$2K ﹤0.01%
+169
639
$2K ﹤0.01%
+29
640
$2K ﹤0.01%
+12
641
$2K ﹤0.01%
+12
642
$2K ﹤0.01%
+11
643
$2K ﹤0.01%
+458
644
$2K ﹤0.01%
+170
645
$2K ﹤0.01%
+36
646
$2K ﹤0.01%
+11
647
$2K ﹤0.01%
+11
648
$2K ﹤0.01%
+4
649
$2K ﹤0.01%
+33
650
$1K ﹤0.01%
7
-150
24 25
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27 28