LCAM

Lee Capital Asset Management Portfolio holdings

AUM $47.7M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.64M
3
+$7.34M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.84M
5
AMZN icon
Amazon
AMZN
+$5.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 59.77%
2 Consumer Discretionary 11.04%
3 Financials 8.95%
4 Industrials 8.08%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.7M 8.99%
+321,854
2
$7.64M 8.93%
+116,501
3
$7.34M 8.58%
+162,810
4
$5.84M 6.82%
+111,800
5
$5.18M 6.05%
+69,000
6
$4.75M 5.55%
+35,990
7
$4.57M 5.34%
+114,140
8
$4.27M 4.99%
+2,480
9
$4.24M 4.96%
+41,780
10
$4.1M 4.79%
+29,950
11
$3.91M 4.56%
+61,570
12
$3.9M 4.56%
+21,920
13
$3.78M 4.41%
+15,430
14
$3.76M 4.39%
+26,851
15
$3.51M 4.09%
+34,000
16
$3.41M 3.99%
+42,000
17
$2.91M 3.4%
+17,150
18
$2.68M 3.13%
+26,150
19
$2.12M 2.48%
+44,000