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
$93.5M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$958K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
EOLS icon
Evolus
EOLS
+$585K

Top Sells

1
+$917K
2
+$880K
3
+$706K
4
SKX
Skechers
SKX
+$672K
5
FOXA icon
Fox Class A
FOXA
+$551K

Sector Composition

1 Consumer Discretionary 22.84%
2 Communication Services 13.47%
3 Financials 12.39%
4 Technology 6.7%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.69%
24,755
-1,786
27
$1.45M 1.55%
50,000
28
$1.43M 1.53%
24,452
-1,933
29
$1.39M 1.48%
23,229
-2,602
30
$1.34M 1.43%
36,499
-4,144
31
$1.32M 1.41%
5,000
32
$1.31M 1.4%
10,000
+1,000
33
$1.19M 1.27%
17,000
34
$1.12M 1.2%
5,608
-1,402
35
$1.04M 1.11%
6,000
-500
36
$1.01M 1.08%
15,000
37
$958K 1.02%
+7,100
38
$916K 0.98%
8,000
39
$839K 0.9%
10,480
40
$818K 0.87%
2,792
+2,054
41
$658K 0.7%
6,000
42
$585K 0.63%
+40,000
43
$573K 0.61%
8,000
44
$446K 0.48%
20,000
45
$441K 0.47%
8,988
-3,308
46
$420K 0.45%
5,000
47
$335K 0.36%
7,602
-1,516
48
– –
-22,000
49
– –
-17,000
50
– –
-11,846
1
2
3