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
101
$438K 0.09%
2,370
102
$419K 0.09%
13,406
-1,700
103
$411K 0.09%
1
104
$403K 0.08%
1,833
+43
105
$381K 0.08%
3,226
-50
106
$368K 0.08%
4,269
-158
107
$358K 0.07%
18,000
108
$337K 0.07%
1,600
109
$336K 0.07%
1,508
+1
110
$319K 0.07%
1,976
+235
111
$316K 0.07%
6,223
112
$313K 0.06%
21,031
113
$306K 0.06%
6,026
-1,516
114
$299K 0.06%
14,420
+6,940
115
$289K 0.06%
473
-82
116
$274K 0.06%
1,424
117
$270K 0.06%
2,683
118
$267K 0.06%
10,183
119
$264K 0.05%
6,743
+4
120
$264K 0.05%
2,602
+593
121
$261K 0.05%
10,221
122
$252K 0.05%
4,835
-60
123
$252K 0.05%
1,490
124
$249K 0.05%
20,431
125
$244K 0.05%
4,642
+218
3 4
5
6 7