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
$471M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.65M
3
+$5.95M
4
BNL icon
Broadstone Net Lease
BNL
+$5.48M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.3M

Top Sells

1
+$2.58M
2
+$2.11M
3
+$1.79M
4
GLD icon
SPDR Gold Trust
GLD
+$1.17M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Financials 7.17%
2 Technology 5.36%
3 Energy 3.22%
4 Real Estate 2.9%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.31%
6,785
-175
52
$1.42M 0.3%
51,992
-12,308
53
$1.4M 0.3%
76,545
-275
54
$1.38M 0.29%
51,300
55
$1.29M 0.27%
74,700
-460
56
$1.26M 0.27%
7,300
-180
57
$1.22M 0.26%
8,280
+790
58
$1.15M 0.24%
62,185
+11,960
59
$1.08M 0.23%
21,117
60
$1.06M 0.23%
43,980
61
$1.04M 0.22%
14,599
+4,422
62
$1.03M 0.22%
+57,952
63
$1.02M 0.22%
16,060
64
$904K 0.19%
53,551
-10,600
65
$898K 0.19%
24,124
-250
66
$894K 0.19%
2,450
67
$854K 0.18%
21,068
+2,245
68
$835K 0.18%
28,900
+24,800
69
$820K 0.17%
271,369
70
$816K 0.17%
21,650
71
$798K 0.17%
13,188
-1,660
72
$768K 0.16%
2,167
+183
73
$742K 0.16%
27,866
74
$735K 0.16%
27,221
75
$710K 0.15%
26,920
1 2
3
4 5