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
126
$248K 0.04%
+790
127
$244K 0.04%
17,374
128
$235K 0.04%
+775
129
$229K 0.04%
+406
130
$228K 0.04%
11,483
131
$225K 0.04%
+953
132
$224K 0.04%
4,086
-650
133
$222K 0.04%
+916
134
$218K 0.04%
+7,776
135
$217K 0.04%
1,749
-210
136
$214K 0.03%
2,302
-2,722
137
$211K 0.03%
+5,802
138
$211K 0.03%
+2,984
139
$211K 0.03%
10,000
-9,230
140
$209K 0.03%
819
+2
141
$207K 0.03%
+695
142
$206K 0.03%
1,132
+23
143
$204K 0.03%
+1,176
144
$203K 0.03%
5,036
-1,305
145
$82.9K 0.01%
10,000
146
$44.8K 0.01%
20,000
147
$12.9K ﹤0.01%
27,980
148
– –
-1,075
149
– –
-16,657
150
– –
-1,600
3 4 5
6
7