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
101
$427K 0.09%
66,818
102
$419K 0.09%
1
103
$407K 0.09%
2,370
104
$383K 0.08%
7,542
-68
105
$381K 0.08%
4,427
-360
106
$380K 0.08%
3,276
107
$380K 0.08%
2,683
108
$374K 0.08%
1,600
109
$352K 0.07%
1,507
+35
110
$343K 0.07%
18,000
111
$330K 0.07%
21,031
-325
112
$316K 0.07%
6,223
+3,152
113
$313K 0.07%
20,431
114
$309K 0.07%
1,037
115
$293K 0.06%
555
+9
116
$287K 0.06%
1,741
117
$274K 0.06%
1,424
-34
118
$270K 0.06%
6,739
+398
119
$267K 0.06%
10,183
120
$262K 0.06%
1,490
-10
121
$262K 0.06%
10,221
122
$261K 0.06%
4,895
-59
123
$260K 0.06%
1,262
-5,158
124
$259K 0.05%
655
125
$258K 0.05%
10,664
+1,065
3 4
5
6 7