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
76
$708K 0.15%
2,582
77
$708K 0.15%
26,920
78
$676K 0.14%
25,994
79
$674K 0.14%
2,052
-1
80
$671K 0.14%
9,854
81
$668K 0.14%
11,533
+44
82
$635K 0.13%
29,062
+26,062
83
$634K 0.13%
4,760
84
$614K 0.13%
5,828
+9
85
$599K 0.12%
12,891
+15
86
$548K 0.11%
6,287
87
$546K 0.11%
25,800
88
$545K 0.11%
2,245
+27
89
$538K 0.11%
10,500
90
$533K 0.11%
27,811
91
$528K 0.11%
5,823
-13
92
$526K 0.11%
3,213
+18
93
$522K 0.11%
10,149
94
$492K 0.1%
6,612
+518
95
$483K 0.1%
70,821
+4,003
96
$481K 0.1%
3,600
97
$463K 0.1%
1,363
+106
98
$463K 0.1%
10,141
+240
99
$462K 0.1%
7,688
-5,500
100
$451K 0.09%
2,032
+13
2 3
4
5 6