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

Top Buys

1
+$12.3M
2
+$2.22M
3
+$1.91M
4
SYY icon
Sysco
SYY
+$1M
5
AAPL icon
Apple
AAPL
+$912K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$737K
4
GLD icon
SPDR Gold Trust
GLD
+$605K
5
BNL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
8
627
$2K ﹤0.01%
+24
628
$2K ﹤0.01%
+106
629
$2K ﹤0.01%
+44
630
$2K ﹤0.01%
62
631
$2K ﹤0.01%
12
632
$2K ﹤0.01%
+31
633
$2K ﹤0.01%
9
634
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635
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636
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11
637
$2K ﹤0.01%
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638
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640
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76
+24
641
$2K ﹤0.01%
7
642
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7
643
$2K ﹤0.01%
+26
644
$2K ﹤0.01%
76
+66
645
$2K ﹤0.01%
14
-486
646
$2K ﹤0.01%
+3
647
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63
648
$2K ﹤0.01%
+10
649
$2K ﹤0.01%
+6
650
$2K ﹤0.01%
9
24 25
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