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
51
$1.38M 0.29%
51,300
52
$1.37M 0.28%
143,395
53
$1.34M 0.28%
8,180
+880
54
$1.21M 0.25%
20,572
-12,524
55
$1.18M 0.24%
8,135
-145
56
$1.18M 0.24%
14,599
57
$1.1M 0.23%
62,185
58
$1.08M 0.22%
21,117
59
$1.04M 0.21%
13,198
+12,798
60
$1M 0.21%
2,608
61
$997K 0.21%
27,994
+3,870
62
$929K 0.19%
42,888
-1,092
63
$909K 0.19%
4,701
-2,084
64
$872K 0.18%
16,060
65
$868K 0.18%
271,369
66
$852K 0.18%
2,450
67
$828K 0.17%
28,900
68
$822K 0.17%
21,568
+500
69
$808K 0.17%
21,650
70
$771K 0.16%
2,154
-13
71
$744K 0.15%
18,900
72
$738K 0.15%
27,866
73
$737K 0.15%
+26,147
74
$734K 0.15%
46,526
-7,025
75
$731K 0.15%
27,221
1 2
3
4 5