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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$5.61M
3
+$5.03M
4
CRM icon
Salesforce
CRM
+$4.87M
5
PEGA icon
Pegasystems
PEGA
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.42%
2 Financials 19.01%
3 Consumer Discretionary 16.96%
4 Communication Services 11.08%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.76%
+70,000
52
$1.06M 0.75%
+20,000
53
$1.04M 0.74%
+5,000
54
$1.02M 0.72%
+14,000
55
$980K 0.69%
+9,000
56
$931K 0.66%
+4,206
57
$903K 0.64%
+35,000
58
$878K 0.62%
+20,037
59
$763K 0.54%
+10,000
60
$659K 0.47%
+11,846
61
$607K 0.43%
+10,480
62
$600K 0.42%
+20,000
63
$589K 0.42%
+3,500
64
$583K 0.41%
+7,000
65
$581K 0.41%
+15,000
66
$518K 0.37%
+8,000
67
$468K 0.33%
+6,000
68
$446K 0.32%
+3,000
69
$435K 0.31%
+16,044
70
$423K 0.3%
+13,395
71
$415K 0.29%
+7,300
72
$398K 0.28%
+5,000
73
$313K 0.22%
+6,591
74
$253K 0.18%
+1,545
75
$233K 0.16%
+4,696
1 2
3
4