LCH

Lee Capital Holdings Portfolio holdings

AUM $62.1M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.17M
3
+$3.15M
4
HUBS icon
HubSpot
HUBS
+$2.27M
5
ACN icon
Accenture
ACN
+$2.12M

Top Sells

1
+$7.81M
2
+$3.75M
3
+$3.29M
4
ZEN
ZENDESK INC
ZEN
+$2.93M
5
MCO icon
Moody's
MCO
+$2.87M

Sector Composition

1 Technology 35.73%
2 Financials 17.97%
3 Consumer Discretionary 17.89%
4 Communication Services 11.58%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.25%
15,000
+3,000
27
$1.49M 1.21%
+7,560
28
$1.48M 1.2%
18,000
+3,000
29
$1.44M 1.17%
20,674
-10,815
30
$1.44M 1.17%
10,000
31
$1.37M 1.11%
10,000
-5,000
32
$1.33M 1.08%
6,000
33
$1.32M 1.07%
33,457
+2,815
34
$1.27M 1.03%
+5,000
35
$1.25M 1.02%
70,000
36
$1.05M 0.86%
3,130
-4,535
37
$1.05M 0.86%
+5,000
38
$1M 0.81%
6,200
-3,800
39
$934K 0.76%
13,430
-7,576
40
$913K 0.74%
+9,705
41
$883K 0.72%
+32,500
42
$828K 0.67%
+27,000
43
$801K 0.65%
10,000
44
$791K 0.64%
+20,000
45
$735K 0.6%
+72,745
46
$688K 0.56%
+22,500
47
$321K 0.26%
+10,000
48
$320K 0.26%
+2,120
49
$273K 0.22%
+4,000
50
$250K 0.2%
+8,520
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