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
201
$71K 0.01%
721
+121
202
$70K 0.01%
+685
203
$68K 0.01%
2,856
204
$68K 0.01%
1,963
+281
205
$68K 0.01%
801
+1
206
$68K 0.01%
4,291
207
$67K 0.01%
200
208
$66K 0.01%
434
+35
209
$65K 0.01%
1,300
210
$63K 0.01%
1,120
+40
211
$59K 0.01%
242
212
$59K 0.01%
225
-11
213
$58K 0.01%
250
214
$58K 0.01%
570
215
$57K 0.01%
764
+244
216
$56K 0.01%
685
217
$56K 0.01%
1,258
218
$56K 0.01%
7,740
-227
219
$55K 0.01%
2,200
-1,056
220
$55K 0.01%
783
+257
221
$55K 0.01%
+495
222
$53K 0.01%
300
223
$51K 0.01%
1,792
+903
224
$50K 0.01%
617
225
$50K 0.01%
300
7 8
9
10 11