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
676
$1K ﹤0.01%
3
677
$1K ﹤0.01%
150
678
$1K ﹤0.01%
4
-4
679
$1K ﹤0.01%
91
-28
680
$1K ﹤0.01%
21
-73
681
$1K ﹤0.01%
33
682
$1K ﹤0.01%
3
-3
683
$1K ﹤0.01%
54
684
$1K ﹤0.01%
10
-15
685
$1K ﹤0.01%
16
-26
686
$1K ﹤0.01%
3
-4
687
$1K ﹤0.01%
4
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688
$1K ﹤0.01%
6
-4
689
$1K ﹤0.01%
21
690
$1K ﹤0.01%
22
-16
691
$1K ﹤0.01%
7
692
$1K ﹤0.01%
6
-24
693
$1K ﹤0.01%
25
-161
694
$0 ﹤0.01%
13
695
– –
-34
696
– –
-66
697
– –
-8
698
$0 ﹤0.01%
+4
699
$0 ﹤0.01%
5
-22
700
– –
-450
26 27
28
29 30