LECM

Lead Edge Capital Management Portfolio holdings

AUM $390M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.6M
AUM Growth
-$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.51M

Top Sells

1
+$20.7M

Sector Composition

1 Consumer Discretionary 48.54%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 51.46%
552,088
+264,013
2
$20.2M 48.54%
120,646
+32,061
3
– –
-1,238,037