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
151
$161K 0.03%
2,450
+550
152
$158K 0.03%
4,020
153
$157K 0.03%
5,050
+50
154
$156K 0.03%
100
155
$152K 0.03%
3,887
+66
156
$150K 0.03%
7,480
+1,800
157
$149K 0.03%
2,164
-102
158
$143K 0.03%
1,264
-15,778
159
$141K 0.03%
2,855
160
$139K 0.03%
32,000
161
$138K 0.03%
5,186
-1,740
162
$133K 0.03%
2,375
+103
163
$129K 0.03%
2,306
-524
164
$127K 0.03%
548
165
$124K 0.03%
2,796
+460
166
$123K 0.03%
2,041
+41
167
$123K 0.03%
1,183
168
$123K 0.03%
4,005
+332
169
$118K 0.03%
498
170
$116K 0.02%
3,700
171
$112K 0.02%
750
172
$111K 0.02%
6,485
173
$110K 0.02%
1,486
+45
174
$104K 0.02%
1,700
175
$104K 0.02%
840
5 6
7
8 9