LF
Lee Financial Portfolio holdings
AUM
$697M
1-Year Return
15.8%
This Quarter Return
-0.92%
1 Year Return
+15.8%
3 Year Return
+55.74%
5 Year Return
+99.49%
10 Year Return
–
AUM
$483M
AUM Growth
+$11.9M
(+2.5%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
58.72%
Holding
759
New
82
Increased
163
Reduced
101
Closed
42
Top Buys
Top Sells
| 1 |
Amgen
AMGN
|
$1.24M |
| 2 |
Kinder Morgan
KMI
|
$1.08M |
| 3 |
Exxon Mobil
XOM
|
$737K |
| 4 |
SPDR Gold Trust
GLD
|
$605K |
| 5 |
Broadstone Net Lease
BNL
|
$554K |
Sector Composition
| 1 | Financials | 6.99% |
| 2 | Technology | 5.57% |
| 3 | Energy | 2.93% |
| 4 | Real Estate | 2.72% |
| 5 | Healthcare | 1.88% |
