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
$170M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.53M
3
+$3.19M
4
SPGI icon
S&P Global
SPGI
+$3.01M
5
SPOT icon
Spotify
SPOT
+$2.52M

Top Sells

1
+$6.68M
2
+$4.87M
3
+$4.62M
4
ACN icon
Accenture
ACN
+$4.61M
5
SPLK
Splunk Inc
SPLK
+$4.6M

Sector Composition

1 Technology 26.56%
2 Consumer Discretionary 24.2%
3 Financials 16.77%
4 Communication Services 16.4%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.28%
19,127
-42,790
27
$2.08M 1.22%
14,000
28
$2.02M 1.19%
+14,255
29
$2.01M 1.19%
+9,515
30
$1.92M 1.13%
+5,000
31
$1.76M 1.04%
7,500
-28,505
32
$1.75M 1.03%
26,300
-65,062
33
$1.71M 1.01%
3,110
+20
34
$1.7M 1%
12,000
35
$1.66M 0.98%
+5,715
36
$1.59M 0.94%
36,769
-93,655
37
$1.52M 0.89%
50,000
38
$1.41M 0.83%
7,000
39
$1.38M 0.81%
+27,000
40
$1.38M 0.81%
11,634
+6,896
41
$1.13M 0.67%
+11,425
42
$1.1M 0.65%
4,215
-17,635
43
$1.08M 0.64%
+30,000
44
$1.06M 0.63%
25,627
-57,475
45
$1.04M 0.62%
+2,795
46
$1.03M 0.61%
5,311
+3,668
47
$1.01M 0.6%
+2,315
48
$1M 0.59%
+5,675
49
$1M 0.59%
+20,000
50
$1M 0.59%
+2,500
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