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
101
– –
0
102
– –
0
103
$459K 0.07%
3,142
104
$455K 0.07%
2,760
+1,260
105
$413K 0.07%
1,606
106
$412K 0.07%
8,169
107
$406K 0.07%
20,000
108
$400K 0.07%
3,106
109
$367K 0.06%
2,226
-40
110
$360K 0.06%
5,750
111
$349K 0.06%
12,132
+1,200
112
$338K 0.06%
18,913
113
$330K 0.05%
14,550
114
$329K 0.05%
7,741
+214
115
$319K 0.05%
+2,896
116
$316K 0.05%
25,186
117
$312K 0.05%
+474
118
$309K 0.05%
2,601
119
$301K 0.05%
7,070
+249
120
$298K 0.05%
3,075
-204
121
$286K 0.05%
1,654
-22
122
$285K 0.05%
6,188
123
$257K 0.04%
5,018
-1,320
124
$253K 0.04%
788
125
$253K 0.04%
2,416
3 4
5
6 7