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
$99.2M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$751K
3
+$647K
4
GS icon
Goldman Sachs
GS
+$575K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$568K

Top Sells

1
+$1.14M
2
+$1.06M
3
+$794K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$669K
5
NFLX icon
Netflix
NFLX
+$647K

Sector Composition

1 Consumer Discretionary 22.22%
2 Financials 14.08%
3 Communication Services 12.86%
4 Technology 8.04%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.73%
30,530
27
$1.83M 1.69%
47,347
28
$1.78M 1.65%
29,689
29
$1.76M 1.63%
50,000
30
$1.64M 1.52%
12,000
31
$1.53M 1.42%
+25,000
32
$1.47M 1.36%
5,000
33
$1.36M 1.25%
17,000
34
$1.23M 1.14%
15,000
35
$1.14M 1.05%
4,500
-4,500
36
$1.05M 0.97%
3,264
+1,763
37
$940K 0.87%
5,000
38
$910K 0.84%
10,480
39
$865K 0.8%
8,000
40
$756K 0.7%
6,900
41
$749K 0.69%
6,000
42
$647K 0.6%
+2,200
43
$575K 0.53%
+2,500
44
$567K 0.52%
+15,000
45
$551K 0.51%
8,000
46
$507K 0.47%
5,000
47
$466K 0.43%
+40,000
48
$440K 0.41%
+5,201
49
$428K 0.4%
8,743
-1,966
50
$395K 0.37%
4,244
-1,756
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