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

Top Buys

1
+$12.6M
2
+$2.28M
3
+$1.89M
4
SYY icon
Sysco
SYY
+$976K
5
AAPL icon
Apple
AAPL
+$949K

Top Sells

1
+$1.34M
2
+$1.09M
3
+$714K
4
GLD icon
SPDR Gold Trust
GLD
+$617K
5
BNL icon
Broadstone Net Lease
BNL
+$577K

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
651
$2K ﹤0.01%
30
652
$2K ﹤0.01%
+15
653
$2K ﹤0.01%
+4
654
$2K ﹤0.01%
18
655
$2K ﹤0.01%
15
656
$2K ﹤0.01%
8
657
$2K ﹤0.01%
+24
658
$2K ﹤0.01%
+106
659
$2K ﹤0.01%
12
660
$2K ﹤0.01%
11
661
$2K ﹤0.01%
+12
662
$1K ﹤0.01%
16
-30
663
$1K ﹤0.01%
+13
664
$1K ﹤0.01%
48
665
$1K ﹤0.01%
+4
666
$1K ﹤0.01%
24
-20
667
$1K ﹤0.01%
100
-272
668
$1K ﹤0.01%
3
-6
669
$1K ﹤0.01%
3
670
$1K ﹤0.01%
150
671
$1K ﹤0.01%
4
-4
672
$1K ﹤0.01%
25
-161
673
$1K ﹤0.01%
22
-16
674
$1K ﹤0.01%
54
675
$1K ﹤0.01%
20
25 26
27
28 29