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
$177M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.71M
3
+$2.87M
4
TSLA icon
Tesla
TSLA
+$2.69M
5
SPGI icon
S&P Global
SPGI
+$2.02M

Top Sells

1
+$4.35M
2
+$3.52M
3
+$3.47M
4
OKTA icon
Okta
OKTA
+$2.61M
5
SMAR
Smartsheet Inc.
SMAR
+$2.24M

Sector Composition

1 Consumer Discretionary 26.66%
2 Technology 22.39%
3 Communication Services 18.19%
4 Financials 15.95%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.46%
10,000
27
$2.51M 1.41%
15,000
28
$2.42M 1.36%
4,345
+1,175
29
$2.22M 1.25%
10,000
-9,885
30
$1.91M 1.07%
+7,960
31
$1.85M 1.04%
+8,130
32
$1.85M 1.04%
+7,790
33
$1.76M 0.99%
21,006
-52,029
34
$1.61M 0.91%
12,000
35
$1.56M 0.87%
+15,000
36
$1.55M 0.87%
70,000
37
$1.54M 0.86%
14,860
-1,355
38
$1.53M 0.86%
10,000
+3,000
39
$1.51M 0.84%
+37,350
40
$1.45M 0.81%
+6,000
41
$1.44M 0.81%
30,642
-36,318
42
$1.35M 0.76%
+80,000
43
$1.24M 0.7%
+13,595
44
$1.17M 0.65%
+398
45
$1.08M 0.61%
+49,390
46
$802K 0.45%
+20,000
47
$758K 0.42%
10,000
48
$754K 0.42%
5,500
+1,150
49
$615K 0.34%
+4,000
50
$610K 0.34%
+4,750
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