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
176
$104K 0.02%
1,700
177
$102K 0.02%
1,456
178
$101K 0.02%
2,500
179
$101K 0.02%
3,150
180
$100K 0.02%
678
-80
181
$100K 0.02%
1,158
+203
182
$100K 0.02%
5,828
183
$98K 0.02%
+800
184
$98K 0.02%
2,402
+14
185
$98K 0.02%
504
+4
186
$90K 0.02%
294
187
$88K 0.02%
1,661
188
$86K 0.02%
3,315
+230
189
$86K 0.02%
450
190
$86K 0.02%
888
+9
191
$85K 0.02%
3,256
-5,320
192
$83K 0.02%
1,000
193
$83K 0.02%
711
194
$82K 0.02%
1,210
+5
195
$82K 0.02%
900
196
$81K 0.02%
121
-36
197
$79K 0.02%
1,382
-52
198
$78K 0.02%
2,856
199
$77K 0.02%
4,291
+1,034
200
$76K 0.02%
768
6 7
8
9 10