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
126
$249K 0.05%
1,847
-208
127
$245K 0.05%
5,009
128
$244K 0.05%
21,000
129
$243K 0.05%
11,460
+79
130
$242K 0.05%
453
131
$241K 0.05%
17,544
132
$239K 0.05%
4,424
+75
133
$233K 0.05%
4,703
134
$230K 0.05%
1,384
+430
135
$226K 0.05%
10,000
136
$216K 0.05%
939
137
$210K 0.04%
2,009
-106
138
$199K 0.04%
1,423
+651
139
$197K 0.04%
8,000
140
$195K 0.04%
861
+52
141
$189K 0.04%
3,103
142
$187K 0.04%
2,175
+115
143
$182K 0.04%
6,166
144
$182K 0.04%
425
+103
145
$175K 0.04%
15,413
-6,700
146
$174K 0.04%
4,081
147
$171K 0.04%
3,103
+208
148
$167K 0.04%
804
+1
149
$166K 0.04%
1,169
+19
150
$161K 0.03%
15,000
4 5
6
7 8