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
201
$73K 0.02%
1,214
202
$72K 0.02%
3,323
-397
203
$71K 0.02%
500
-38
204
$71K 0.02%
1,080
+30
205
$71K 0.02%
325
206
$71K 0.02%
200
207
$69K 0.01%
236
+36
208
$69K 0.01%
924
+24
209
$65K 0.01%
1,300
210
$63K 0.01%
1,258
+43
211
$63K 0.01%
7,967
-1,900
212
$60K 0.01%
275
213
$60K 0.01%
250
+51
214
$60K 0.01%
399
+18
215
$59K 0.01%
570
-81
216
$58K 0.01%
685
217
$58K 0.01%
600
218
$57K 0.01%
+242
219
$56K 0.01%
1,553
-747
220
$56K 0.01%
3,000
221
$54K 0.01%
300
222
$53K 0.01%
1,682
223
$53K 0.01%
1,300
224
$52K 0.01%
+308
225
$52K 0.01%
300
7 8
9
10 11