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
151
– –
-2,691
152
– –
-1,200
153
– –
-1,003
154
– –
-1,969
155
– –
-6,076
156
– –
-1,079
157
– –
-4,473
158
– –
-9,294
159
– –
-5,685
3 4 5 6
7