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
126
$244K 0.05%
544
-111
127
$238K 0.05%
23,894
+2,894
128
$234K 0.05%
11,401
-59
129
$230K 0.05%
1,047
+10
130
$228K 0.05%
5,009
131
$228K 0.05%
17,544
132
$227K 0.05%
1,384
133
$220K 0.05%
952
+13
134
$220K 0.05%
3,236
+133
135
$219K 0.05%
4,550
-153
136
$219K 0.05%
10,664
137
$219K 0.05%
1,567
-280
138
$211K 0.04%
8,000
139
$207K 0.04%
12,337
-64,208
140
$203K 0.04%
1,527
+104
141
$196K 0.04%
4,568
+681
142
$196K 0.04%
456
+31
143
$186K 0.04%
2,175
144
$184K 0.04%
5,050
145
$183K 0.04%
453
146
$183K 0.04%
10,000
147
$181K 0.04%
15,000
148
$181K 0.04%
+406
149
$176K 0.04%
4,081
150
$176K 0.04%
6,166
4 5
6
7 8