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
$614M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.83M
3
+$1.81M
4
DE icon
Deere & Co
DE
+$953K
5
ALLY icon
Ally Financial
ALLY
+$751K

Top Sells

1
+$1.91M
2
+$1.38M
3
+$1.06M
4
BNL icon
Broadstone Net Lease
BNL
+$1.03M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$746K

Sector Composition

1 Financials 7.54%
2 Technology 6.01%
3 Energy 2.39%
4 Healthcare 1.97%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$892K 0.15%
13,181
+424
77
$887K 0.14%
17,945
-1,110
78
$876K 0.14%
27,892
-1,760
79
$870K 0.14%
4,464
-2,114
80
$867K 0.14%
16,200
-120
81
$846K 0.14%
3,224
-235
82
$818K 0.13%
2,244
+367
83
$759K 0.12%
24,605
+139
84
$751K 0.12%
+18,931
85
$751K 0.12%
6,237
86
$746K 0.12%
19,976
+985
87
$741K 0.12%
+13,842
88
$731K 0.12%
1,450
+12
89
$716K 0.12%
28,900
90
$652K 0.11%
40,185
91
$600K 0.1%
11,253
-5,540
92
$554K 0.09%
5,200
93
$553K 0.09%
18,651
+4,369
94
$535K 0.09%
3,254
-216
95
$533K 0.09%
1,063
96
$525K 0.09%
26,109
-3,295
97
$506K 0.08%
3,236
+276
98
$481K 0.08%
10,500
99
$475K 0.08%
+1,903
100
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