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
-$18K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$836K
3
+$794K
4
EBAY icon
eBay
EBAY
+$624K
5
T icon
AT&T
T
+$568K

Top Sells

1
+$2.71M
2
+$1.12M
3
+$935K
4
NFLX icon
Netflix
NFLX
+$535K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$383K

Sector Composition

1 Consumer Discretionary 24.03%
2 Financials 12.32%
3 Communication Services 11.82%
4 Technology 8%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.66%
10,000
27
$1.78M 1.66%
30,530
+6,078
28
$1.76M 1.64%
29,689
+4,934
29
$1.65M 1.54%
12,000
+2,000
30
$1.46M 1.36%
50,000
31
$1.44M 1.35%
5,000
32
$1.37M 1.28%
+9,000
33
$1.17M 1.1%
17,000
34
$1.07M 1%
15,000
35
$860K 0.8%
5,000
-1,000
36
$848K 0.79%
6,900
-200
37
$842K 0.79%
10,480
38
$829K 0.77%
8,000
39
$794K 0.74%
+15,000
40
$746K 0.7%
6,000
41
$625K 0.58%
40,000
42
$624K 0.58%
+16,000
43
$588K 0.55%
8,000
44
$568K 0.53%
+19,860
45
$561K 0.52%
6,000
-29,000
46
$527K 0.49%
10,709
+1,721
47
$470K 0.44%
5,000
48
$445K 0.42%
1,501
-1,291
49
$444K 0.41%
20,000
50
$434K 0.41%
10,037
+2,435
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