LCH

Lee Capital Holdings Portfolio holdings

AUM $62.1M
1-Year Est. Return 19.93%
This Quarter Est. Return
1 Year Est. Return
-19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.75M
3
+$2.58M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.33M

Top Sells

1
+$3.33M
2
+$3.08M
3
+$2.68M
4
BKNG icon
Booking.com
BKNG
+$1.03M
5
AIG icon
American International
AIG
+$788K

Sector Composition

1 Consumer Discretionary 23.19%
2 Communication Services 15.86%
3 Financials 11.86%
4 Industrials 6.32%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.64%
+40,643
27
$1.47M 1.63%
7,010
+2,804
28
$1.46M 1.63%
+26,385
29
$1.38M 1.53%
50,000
30
$1.21M 1.35%
5,000
31
$1.1M 1.23%
9,000
32
$1.06M 1.18%
17,000
33
$1.01M 1.13%
6,500
-500
34
$917K 1.02%
+17,000
35
$880K 0.98%
22,000
-5,000
36
$849K 0.94%
15,000
37
$832K 0.93%
10,480
38
$831K 0.92%
+8,000
39
$706K 0.78%
12,300
+5,000
40
$672K 0.75%
20,000
41
$624K 0.69%
6,000
42
$595K 0.66%
+12,296
43
$577K 0.64%
20,000
44
$551K 0.61%
+15,000
45
$548K 0.61%
8,000
46
$533K 0.59%
4,957
47
$421K 0.47%
5,000
48
$396K 0.44%
+9,118
49
$232K 0.26%
+5,407
50
$214K 0.24%
+10,000
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