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
76
$701K 0.15%
2,582
77
$679K 0.14%
25,994
78
$674K 0.14%
9,854
+1,400
79
$669K 0.14%
25,800
80
$669K 0.14%
18,900
81
$655K 0.14%
2,053
-9
82
$639K 0.14%
11,489
+228
83
$613K 0.13%
2,608
+8
84
$610K 0.13%
5,819
85
$605K 0.13%
12,876
-27
86
$597K 0.13%
4,760
87
$561K 0.12%
5,836
+96
88
$544K 0.12%
10,500
89
$539K 0.11%
10,149
+2,224
90
$497K 0.11%
3,195
+506
91
$489K 0.1%
6,287
-770
92
$472K 0.1%
15,106
-4,482
93
$469K 0.1%
27,811
94
$459K 0.1%
2,218
+48
95
$456K 0.1%
9,901
-37
96
$452K 0.1%
6,094
+539
97
$450K 0.1%
2,019
+135
98
$440K 0.09%
3,600
-200
99
$437K 0.09%
1,257
+46
100
$429K 0.09%
1,790
+300
2 3
4
5 6