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
$121M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.46M
3
+$4.44M
4
SPGI icon
S&P Global
SPGI
+$3.97M
5
WNS
WNS Holdings
WNS
+$3.83M

Top Sells

1
+$3.26M
2
+$3.24M
3
+$2.64M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.6M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.33M

Sector Composition

1 Technology 31.33%
2 Financials 22.57%
3 Consumer Discretionary 18.24%
4 Communication Services 16.67%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.54%
+5,840
27
$1.73M 1.43%
+10,590
28
$1.67M 1.38%
10,000
29
$1.65M 1.36%
+11,457
30
$1.48M 1.22%
10,000
31
$1.44M 1.19%
12,000
32
$1.35M 1.11%
10,288
33
$1.32M 1.09%
20,000
+5,000
34
$1.31M 1.08%
+28,802
35
$1.21M 1%
+7,000
36
$1.07M 0.88%
+45,100
37
$1.06M 0.88%
50,000
38
$878K 0.73%
+14,635
39
$874K 0.72%
+43,623
40
$869K 0.72%
+8,313
41
$827K 0.68%
+15,190
42
$809K 0.67%
+8,500
43
$796K 0.66%
+9,860
44
$770K 0.64%
7,000
+1,000
45
$716K 0.59%
17,000
46
$570K 0.47%
+2,695
47
$557K 0.46%
+10,000
48
$553K 0.46%
+8,645
49
$531K 0.44%
8,000
50
$503K 0.42%
+13,480
1
2
3 4