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
176
$106K 0.02%
703
+25
177
$105K 0.02%
840
178
$104K 0.02%
1,425
179
$102K 0.02%
480
-5,824
180
$102K 0.02%
1,700
181
$102K 0.02%
4,998
+1,675
182
$100K 0.02%
750
183
$100K 0.02%
32,000
184
$97K 0.02%
5,949
+121
185
$96K 0.02%
1,456
186
$94K 0.02%
3,150
187
$91K 0.02%
3,515
+200
188
$88K 0.02%
2,416
+14
189
$87K 0.02%
450
190
$86K 0.02%
307
+13
191
$85K 0.02%
1,661
192
$82K 0.02%
49
-51
193
$80K 0.02%
711
194
$80K 0.02%
1,214
+4
195
$79K 0.02%
3,700
196
$78K 0.02%
466
+166
197
$77K 0.02%
1,382
198
$74K 0.02%
1,246
+32
199
$74K 0.02%
900
200
$71K 0.01%
924
6 7
8
9 10