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
151
$161K 0.03%
3,227
+124
152
$158K 0.03%
2,500
+50
153
$157K 0.03%
15,413
154
$156K 0.03%
4,020
155
$152K 0.03%
1,182
+13
156
$151K 0.03%
1,385
+121
157
$151K 0.03%
2,164
158
$148K 0.03%
2,999
+203
159
$147K 0.03%
807
+3
160
$141K 0.03%
1,441
+283
161
$139K 0.03%
578
+30
162
$137K 0.03%
2,855
163
$136K 0.03%
573
+75
164
$134K 0.03%
1,183
165
$131K 0.03%
1,126
+238
166
$131K 0.03%
2,106
+65
167
$130K 0.03%
2,441
+66
168
$127K 0.03%
861
169
$124K 0.03%
1,570
+84
170
$123K 0.03%
4,751
-435
171
$118K 0.02%
1,473
+473
172
$114K 0.02%
6,635
+150
173
$113K 0.02%
4,005
174
$110K 0.02%
2,033
-273
175
$107K 0.02%
2,500
5 6
7
8 9