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
$219M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.31M
3
+$3.25M
4
MSFT icon
Microsoft
MSFT
+$3.15M
5
AMZN icon
Amazon
AMZN
+$3.14M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.58M
4
ICE icon
Intercontinental Exchange
ICE
+$1.38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M

Sector Composition

1 Technology 31.22%
2 Consumer Discretionary 21.71%
3 Financials 16.77%
4 Communication Services 15.67%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.13%
+10,000
27
$2.44M 1.08%
10,000
28
$2.42M 1.07%
+31,110
29
$2.32M 1.03%
60,000
+10,000
30
$2.3M 1.02%
19,347
+220
31
$2.27M 1.01%
+17,158
32
$2.23M 0.98%
+13,748
33
$2.19M 0.97%
9,515
34
$2.12M 0.94%
15,000
+1,000
35
$2.09M 0.92%
10,375
-3,340
36
$2.08M 0.92%
28,116
-8,319
37
$2.05M 0.91%
18,330
-12,376
38
$1.98M 0.88%
10,000
+4,325
39
$1.83M 0.81%
+70,000
40
$1.82M 0.8%
+25,000
41
$1.82M 0.8%
+10,030
42
$1.68M 0.74%
5,610
-105
43
$1.63M 0.72%
+13,920
44
$1.59M 0.71%
12,000
45
$1.43M 0.63%
+3,145
46
$1.41M 0.62%
12,750
+9,750
47
$1.36M 0.6%
6,000
-6,000
48
$1.35M 0.6%
7,000
49
$1.34M 0.59%
+10,000
50
$1.33M 0.59%
+7,730
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