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
651
$2K ﹤0.01%
+293
652
$2K ﹤0.01%
16
653
$2K ﹤0.01%
106
654
$2K ﹤0.01%
24
655
$2K ﹤0.01%
+6
656
$2K ﹤0.01%
+14
657
$2K ﹤0.01%
34
658
$2K ﹤0.01%
116
-53
659
$2K ﹤0.01%
12
660
$2K ﹤0.01%
11
661
$2K ﹤0.01%
+12
662
$1K ﹤0.01%
2
-3
663
$1K ﹤0.01%
20
664
$1K ﹤0.01%
20
665
$1K ﹤0.01%
7
666
$1K ﹤0.01%
100
667
$1K ﹤0.01%
8
668
$1K ﹤0.01%
36
669
$1K ﹤0.01%
16
-30
670
$1K ﹤0.01%
+13
671
$1K ﹤0.01%
48
672
$1K ﹤0.01%
+4
673
$1K ﹤0.01%
24
-20
674
$1K ﹤0.01%
100
-272
675
$1K ﹤0.01%
3
-6
25 26
27
28 29